Stratos Wealth Partners’s Itaú Unibanco ITUB Stock Holding History

Stratos Wealth Partners’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	–	Sell	-14,471	Closed	-$104K	–	1660
2025 Q4	$104K	Sell	14,471 -2,914	-17%	-$20.7K	﹤0.01%	1553
2025 Q3	$124K	Sell	17,385 -1,207	-6%	-$7.97K	﹤0.01%	1511
2025 Q2	$123K	Sell	18,592 -1,242	-6%	-$7.57K	﹤0.01%	1375
2025 Q1	$106K	Buy	+19,834	New	+$99.8K	﹤0.01%	1317
2018 Q4	–	Sell	-538	Closed	-$3K	–	1652
2018 Q3	$3K	Buy	+538	New	+$2.89K	﹤0.01%	2613
2018 Q2	–	Sell	-9,011	Closed	-$68K	–	1775
2018 Q1	$68K	Buy	9,011 +718	+9%	+$5.37K	﹤0.01%	1410
2017 Q4	$52K	Buy	+8,293	New	+$52.9K	﹤0.01%	1494

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stratos Wealth Partners's ITUB Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Itaú Unibanco (ITUB) in Q1 2026, closing a stake of 14,471 shares — an estimated $104K sold.

Stratos Wealth Partners first reported a position in ITUB in Q4 2017 and held it in 7 quarters. The position peaked at $124K in Q3 2025. 389 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

Stratos Wealth Partners reported no remaining Itaú Unibanco position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Partners sold 14,471 Itaú Unibanco shares in Q1 2026, an estimated $104K.
Stratos Wealth Partners first reported a position in Itaú Unibanco in Q4 2017 and held it in 7 quarters.
Stratos Wealth Partners's Itaú Unibanco position peaked at $124K in Q3 2025.
389 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.