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True Wealth Design’s Itaú Unibanco ITUB Stock Holding History

True Wealth Design’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 		$2.17K Buy
265
+39
+17% +$323 ﹤0.01% 1656
2026
Q1 		$1.89K Buy
226
+105
+87% +$878 ﹤0.01% 1567
2025
Q4 		$863 Hold
121
– – ﹤0.01% 1763
2025
Q3 		$859 Buy
+121
New +$799 ﹤0.01% 1807

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

True Wealth Design's ITUB Position: Q2 2026 in Review

True Wealth Design increased its Itaú Unibanco (ITUB) stake by 17% in Q2 2026, buying an estimated $323 and bringing the position to 265 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

True Wealth Design first reported a position in ITUB in Q3 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • True Wealth Design held 265 shares of Itaú Unibanco worth $2.17K as of Q2 2026.
  • True Wealth Design bought 39 Itaú Unibanco shares in Q2 2026, an estimated $323.
  • Itaú Unibanco made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1656 holding.
  • True Wealth Design first reported a position in Itaú Unibanco in Q3 2025 and has held it in 4 quarters since.
  • 392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.