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 Q2	$52.2M	Sell	6,388,941 -6,884,154	-52%	-$57.1M	0.75%	42
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 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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Perpetual Ltd's ITUB Position: Q2 2026 in Review

Perpetual Ltd reduced its Itaú Unibanco (ITUB) stake by 52% in Q2 2026, selling an estimated $57.1M and leaving 6,388,941 shares worth $52.2M. The position accounts for 0.75% of the portfolio, ranked #42.

Perpetual Ltd first reported a position in ITUB in Q3 2020 and has held it in 15 quarters since. The position peaked at $296M in Q4 2023. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Perpetual Ltd held 6,388,941 shares of Itaú Unibanco worth $52.2M as of Q2 2026.
Perpetual Ltd sold 6,884,154 Itaú Unibanco shares in Q2 2026, an estimated $57.1M.
Itaú Unibanco made up 0.75% of Perpetual Ltd's portfolio in Q2 2026, its #42 holding.
Perpetual Ltd first reported a position in Itaú Unibanco in Q3 2020 and has held it in 15 quarters since.
Perpetual Ltd's Itaú Unibanco position peaked at $296M in Q4 2023.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.