Prelude Capital Management’s Itaú Unibanco ITUB Stock Holding History

Prelude Capital Management’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	$94K	Hold	11,500	–	–	0.01%	1118
2026 Q1	$96.4K	Buy	+11,500	New	+$96.2K	0.01%	1060
2025 Q3	–	Sell	-39,140	Closed	-$258K	–	1268
2025 Q2	$258K	Hold	39,140	–	–	0.03%	683
2025 Q1	$209K	Buy	+39,140	New	+$197K	0.02%	920
2024 Q4	–	Sell	-95,172	Closed	-$559K	–	1371
2024 Q3	$559K	Buy	95,172 +2,832	+3%	+$15.9K	0.03%	581
2024 Q2	$476K	Buy	92,340 +11,897	+15%	+$65.1K	0.03%	565
2024 Q1	$492K	Buy	80,443 +26,400	+49%	+$159K	0.03%	638
2023 Q4	$332K	Buy	54,043 +12,327	+30%	+$65.3K	0.02%	695
2023 Q3	$198K	Sell	41,716 -46,371	-53%	-$231K	0.01%	904
2023 Q2	$459K	Buy	+88,087	New	+$416K	0.03%	501
2022 Q1	–	Sell	-69,566	Closed	-$230K	–	2020
2021 Q4	$230K	Sell	69,566 -30,485	-30%	-$110K	0.01%	1487
2021 Q3	$384K	Buy	+100,051	New	+$410K	0.01%	1023
2020 Q4	–	Sell	-20,615	Closed	-$60K	–	1626
2020 Q3	$60K	Buy	+20,615	New	+$70K	﹤0.01%	1070
2020 Q2	–	Sell	-9,418	Closed	-$31K	–	2101
2020 Q1	$31K	Buy	9,418 +1,348	+17%	+$6.91K	﹤0.01%	874
2019 Q4	$54K	Buy	+8,070	New	+$50.6K	﹤0.01%	1309

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

Prelude Capital Management's ITUB Position: Q2 2026 in Review

Prelude Capital Management held its Itaú Unibanco (ITUB) position steady in Q2 2026 at 11,500 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #1118.

Prelude Capital Management first reported a position in ITUB in Q4 2019 and has held it in 15 quarters since. The position peaked at $559K in Q3 2024. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Prelude Capital Management held 11,500 shares of Itaú Unibanco worth $94K as of Q2 2026.
Prelude Capital Management left its Itaú Unibanco share count unchanged in Q2 2026.
Itaú Unibanco made up 0.01% of Prelude Capital Management's portfolio in Q2 2026, its #1118 holding.
Prelude Capital Management first reported a position in Itaú Unibanco in Q4 2019 and has held it in 15 quarters since.
Prelude Capital Management's Itaú Unibanco position peaked at $559K in Q3 2024.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.