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

Carrhae Capital London, United Kingdom $1.52B AUM 34.35% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return