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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

WGI

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tortoise Investment Management's ITUB Position: Q4 2025 in Review

Tortoise Investment Management sold out of Itaú Unibanco (ITUB) in Q4 2025, closing a stake of 2,487 shares — an estimated $17.7K sold.

Tortoise Investment Management first reported a position in ITUB in Q2 2022 and held it in 14 quarters. The position peaked at $17.7K in Q3 2025. 383 funds tracked by Wall St. Rank hold ITUB as of Q4 2025.

Tortoise Investment Management reported no remaining Itaú Unibanco position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 2,487 Itaú Unibanco shares in Q4 2025, an estimated $17.7K.
Tortoise Investment Management first reported a position in Itaú Unibanco in Q2 2022 and held it in 14 quarters.
Tortoise Investment Management's Itaú Unibanco position peaked at $17.7K in Q3 2025.
383 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.