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Perpetual Ltd’s Itaú Unibanco ITUB Stock Holding History

Perpetual Ltd’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 		$111M Sell
13,273,095
-204,300
-2% -$1.71M 1.71% 17
2025
Q4 		$96.5M Buy
13,477,395
+122,092
+0.9% +$868K 1.4% 25
2025
Q3 		$95.2M Sell
13,355,303
-1,051,474
-7% -$6.95M 1.18% 25
2025
Q2 		$95M Sell
14,406,777
-1,075,191
-7% -$6.55M 1.11% 23
2025
Q1 		$82.7M Sell
15,481,968
-19,165
-0.1% -$96.4K 1% 30
2024
Q4 		$67.9M Buy
15,501,133
+58,563
+0.4% +$301K 0.8% 47
2024
Q3 		$90.6M Buy
15,442,570
+1,276,545
+9% +$7.19M 0.98% 29
2024
Q2 		$73M Sell
14,166,025
-31,383,650
-69% -$172M 0.79% 43
2024
Q1 		$279M Sell
45,549,675
-2,674,550
-6% -$16.1M 2.72% 4
2023
Q4 		$296M Sell
48,224,225
-61,582
-0.1% -$326K 3.05% 4
2023
Q3 		$229M Sell
48,285,807
-4,741,455
-9% -$23.6M 2.36% 9
2023
Q2 		$276M Sell
53,027,262
-1,469,807
-3% -$6.95M 2.37% 6
2023
Q1 		$234M Buy
+54,497,069
New +$231M 2.03% 10
2020
Q3 		$24K Buy
+8,328
New +$28.3K ﹤0.01% 330

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