Orion Portfolio Solutions’s Itaú Unibanco ITUB Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$395K	Buy	74,039 +22,127	+43%	+$111K	﹤0.01%	1507
2024 Q4	$227K	Buy	51,912 +12,170	+31%	+$62.6K	﹤0.01%	1689
2024 Q3	$233K	Buy	39,742 +22,576	+132%	+$127K	﹤0.01%	1638
2024 Q2	$88.5K	Sell	17,166 -478	-3%	-$2.62K	﹤0.01%	1686
2024 Q1	$108K	Buy	17,644 +80	+0.5%	+$482	﹤0.01%	1650
2023 Q4	$106K	Buy	17,564 +354	+2%	+$1.88K	﹤0.01%	1615
2023 Q3	$81.6K	Sell	17,210 -225,753	-93%	-$1.13M	﹤0.01%	1588
2023 Q2	$1.27M	Buy	242,963 +63,764	+36%	+$301K	0.01%	851
2023 Q1	$770K	Buy	+179,199	New	+$760K	0.01%	985
2020 Q2	–	Sell	-1,936	Closed	-$6K	–	2322
2020 Q1	$6K	Hold	1,936	–	–	﹤0.01%	1236
2019 Q4	$13K	Buy	+1,936	New	+$12.1K	﹤0.01%	918

Other funds holding ITUB

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's ITUB Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Itaú Unibanco (ITUB) stake by 43% in Q1 2025, buying an estimated $111K and bringing the position to 74,039 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Orion Portfolio Solutions first reported a position in ITUB in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.27M in Q2 2023. 315 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

Orion Portfolio Solutions held 74,039 shares of Itaú Unibanco worth $395K as of Q1 2025.
Orion Portfolio Solutions bought 22,127 Itaú Unibanco shares in Q1 2025, an estimated $111K.
Itaú Unibanco made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1507 holding.
Orion Portfolio Solutions first reported a position in Itaú Unibanco in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Itaú Unibanco position peaked at $1.27M in Q2 2023.
315 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.