PP
ITUB icon

PDS Planning’s Itaú Unibanco ITUB Stock Holding History

PDS Planning’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
Q1 		$212K Sell
25,299
-123
-0.5% -$1.03K 0.01% 505
2025
Q4 		$182K Buy
25,422
+87
+0.3% +$619 0.01% 525
2025
Q3 		$181K Sell
25,335
-1,933
-7% -$12.8K 0.01% 512
2025
Q2 		$180K Buy
27,268
+5,741
+27% +$35K 0.01% 490
2025
Q1 		$115K Buy
21,527
+6,033
+39% +$30.4K 0.01% 455
2024
Q4 		$67.8K Sell
15,494
-3,249
-17% -$16.7K 0.01% 430
2024
Q3 		$110K Buy
18,743
+1,598
+9% +$9K 0.01% 421
2024
Q2 		$88.4K Buy
17,145
+3,246
+23% +$17.8K 0.01% 377
2024
Q1 		$85K Buy
13,899
+22
+0.2% +$132 0.01% 380
2023
Q4 		$85.1K Sell
13,877
-458
-3% -$2.43K 0.01% 353
2023
Q3 		$67.9K Buy
14,335
+2,248
+19% +$11.2K 0.01% 328
2023
Q2 		$62.9K Sell
12,087
-190
-2% -$898 0.01% 331
2023
Q1 		$52.8K Buy
+12,277
New +$52K 0.01% 296

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Schroder Investment Management Group
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return