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ITUB icon

NewEdge Advisors’s Itaú Unibanco ITUB Stock Holding History

NewEdge Advisors’s Portfolio ITUB Stock Details ITUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.2K Sell
11,045
-315
-3% -$2.61K ﹤0.01% 2972
2026
Q1 		$95.2K Sell
11,360
-728
-6% -$6.09K ﹤0.01% 2767
2025
Q4 		$86.5K Sell
12,088
-579
-5% -$4.12K ﹤0.01% 2805
2025
Q3 		$90.3K Buy
12,667
+825
+7% +$5.45K ﹤0.01% 2633
2025
Q2 		$78.1K Sell
11,842
-1,307
-10% -$7.97K ﹤0.01% 2510
2025
Q1 		$70.2K Sell
13,149
-63,274
-83% -$318K ﹤0.01% 2416
2024
Q4 		$335K Buy
76,423
+15,506
+25% +$79.8K ﹤0.01% 1821
2024
Q3 		$358K Sell
60,917
-7,611
-11% -$42.9K ﹤0.01% 1685
2024
Q2 		$353K Buy
68,528
+45,601
+199% +$250K ﹤0.01% 1629
2024
Q1 		$140K Buy
22,927
+138
+0.6% +$831 ﹤0.01% 1953
2023
Q4 		$140K Buy
22,789
+923
+4% +$4.89K ﹤0.01% 1830
2023
Q3 		$104K Buy
21,866
+18,174
+492% +$90.6K ﹤0.01% 1823
2023
Q2 		$19.2K Buy
3,692
+143
+4% +$676 ﹤0.01% 2394
2023
Q1 		$15.3K Sell
3,549
-20,459
-85% -$86.7K ﹤0.01% 2430
2022
Q4 		$6.02K Buy
24,008
+6,956
+41% +$31.6K ﹤0.01% 2530
2022
Q3 		$78K Buy
17,052
+885
+5% +$3.77K ﹤0.01% 1471
2022
Q2 		$61K Buy
+16,167
New +$71.8K ﹤0.01% 1500

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NewEdge Advisors's ITUB Position: Q2 2026 in Review

NewEdge Advisors reduced its Itaú Unibanco (ITUB) stake by 2.8% in Q2 2026, selling an estimated $2.61K and leaving 11,045 shares worth $90.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2972.

NewEdge Advisors first reported a position in ITUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $358K in Q3 2024. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • NewEdge Advisors held 11,045 shares of Itaú Unibanco worth $90.2K as of Q2 2026.
  • NewEdge Advisors sold 315 Itaú Unibanco shares in Q2 2026, an estimated $2.61K.
  • Itaú Unibanco made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2972 holding.
  • NewEdge Advisors first reported a position in Itaú Unibanco in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Advisors's Itaú Unibanco position peaked at $358K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.