TIM
ITUB icon

Tortoise Investment Management’s Itaú Unibanco ITUB Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-2,487
Closed -$17.7K – 830
2025
Q3 		$17.7K Hold
2,487
– – ﹤0.01% 543
2025
Q2 		$16.4K Hold
2,487
– – ﹤0.01% 541
2025
Q1 		$13.3K Sell
2,487
-1
-0% -$5 ﹤0.01% 549
2024
Q4 		$10.9K Hold
2,488
– – ﹤0.01% 622
2024
Q3 		$14.6K Hold
2,488
– – ﹤0.01% 593
2024
Q2 		$12.8K Hold
2,488
– – ﹤0.01% 601
2024
Q1 		$15.2K Hold
2,488
– – ﹤0.01% 562
2023
Q4 		$15.3K Hold
2,488
– – ﹤0.01% 512
2023
Q3 		$11.8K Hold
2,488
– – ﹤0.01% 534
2023
Q2 		$13K Hold
2,488
– – ﹤0.01% 521
2023
Q1 		$10.7K Hold
2,488
– – ﹤0.01% 538
2022
Q4 		$10.3K Hold
2,488
– – ﹤0.01% 533
2022
Q3 		$11K Hold
2,488
– – ﹤0.01% 513
2022
Q2 		$9K Buy
+2,488
New +$11K ﹤0.01% 529

Other funds holding ITUB

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OAG
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return