Solstein Capital’s Itaú Unibanco ITUB Stock Holding History

Solstein Capital’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	$1.03M	Sell	122,590 -1	-0%	-$8	0.42%	58
2025 Q4	$878K	Hold	122,591	–	–	0.35%	57
2025 Q3	$874K	Hold	122,591	–	–	0.4%	53
2025 Q2	$808K	Hold	122,591	–	–	0.41%	50
2025 Q1	$655K	Hold	122,591	–	–	0.38%	50
2024 Q4	$537K	Hold	122,591	–	–	0.3%	59
2024 Q3	$720K	Hold	122,591	–	–	0.38%	56
2024 Q2	$632K	Hold	122,591	–	–	0.41%	55
2024 Q1	$750K	Buy	122,591 +12,577	+11%	+$75.7K	0.52%	49
2023 Q4	$675K	Hold	110,014	–	–	0.5%	47
2023 Q3	$521K	Buy	110,014 +33,650	+44%	+$168K	0.45%	51
2023 Q2	$398K	Hold	76,364	–	–	0.33%	62
2023 Q1	$328K	Buy	76,364 +38,635	+102%	+$164K	0.29%	69
2022 Q4	$157K	Buy	+37,729	New	+$171K	0.13%	106

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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 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