Physician Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History

Physician Wealth 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	$1.05K	Buy	129 +59	+84%	+$489	﹤0.01%	1815
2026 Q1	$587	Hold	70	–	–	﹤0.01%	1862
2025 Q4	$502	Buy	+70	New	+$498	﹤0.01%	1885

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

Physician Wealth Advisors's ITUB Position: Q2 2026 in Review

Physician Wealth Advisors increased its Itaú Unibanco (ITUB) stake by 84% in Q2 2026, buying an estimated $489 and bringing the position to 129 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Physician Wealth Advisors first reported a position in ITUB in Q4 2025 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Physician Wealth Advisors held 129 shares of Itaú Unibanco worth $1.05K as of Q2 2026.
Physician Wealth Advisors bought 59 Itaú Unibanco shares in Q2 2026, an estimated $489.
Itaú Unibanco made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1815 holding.
Physician Wealth Advisors first reported a position in Itaú Unibanco in Q4 2025 and has held it in 3 quarters since.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.