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Spire Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Spire Wealth 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 		$487K Sell
59,566
-693
-1% -$5.74K 0.01% 556
2026
Q1 		$505K Buy
60,259
+98
+0.2% +$820 0.02% 538
2025
Q4 		$431K Buy
60,161
+2,812
+5% +$20K 0.01% 576
2025
Q3 		$409K Buy
57,349
+3,845
+7% +$25.4K 0.01% 584
2025
Q2 		$353K Buy
53,504
+366
+0.7% +$2.23K 0.01% 597
2025
Q1 		$284K Buy
53,138
+2,450
+5% +$12.3K 0.01% 728
2024
Q4 		$222K Buy
50,688
+3,858
+8% +$19.9K 0.01% 791
2024
Q3 		$275K Buy
46,830
+435
+0.9% +$2.45K 0.01% 655
2024
Q2 		$239K Sell
46,395
-566
-1% -$3.1K 0.01% 673
2024
Q1 		$287K Buy
46,961
+46,545
+11,189% +$280K 0.01% 674
2023
Q4 		$2.44K Buy
416
+1
+0.2% +$5 ﹤0.01% 2112
2023
Q3 		$1.97K Buy
+415
New +$2.07K ﹤0.01% 2142
2022
Q1 		– Sell
-2,176
Closed -$7K – 2701
2021
Q4 		$7K Buy
+2,176
New +$7.84K ﹤0.01% 2486
2021
Q2 		– Sell
-2,640
Closed -$9K – 2779
2021
Q1 		$9K Buy
+2,640
New +$9.97K ﹤0.01% 2442

Other funds holding ITUB

Capital Research Global Investors
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Spire Wealth Management's ITUB Position: Q2 2026 in Review

Spire Wealth Management reduced its Itaú Unibanco (ITUB) stake by 1.2% in Q2 2026, selling an estimated $5.74K and leaving 59,566 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #556.

Spire Wealth Management first reported a position in ITUB in Q1 2021 and has held it in 14 quarters since. The position peaked at $505K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Spire Wealth Management held 59,566 shares of Itaú Unibanco worth $487K as of Q2 2026.
  • Spire Wealth Management sold 693 Itaú Unibanco shares in Q2 2026, an estimated $5.74K.
  • Itaú Unibanco made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #556 holding.
  • Spire Wealth Management first reported a position in Itaú Unibanco in Q1 2021 and has held it in 14 quarters since.
  • Spire Wealth Management's Itaú Unibanco position peaked at $505K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.