VAS
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Vestmark Advisory Solutions’s Itaú Unibanco ITUB Stock Holding History

Vestmark Advisory Solutions’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
Q2 		– Sell
-85,247
Closed -$455K – 795
2025
Q1 		$455K Buy
85,247
+54,357
+176% +$274K 0.01% 532
2024
Q4 		$135K Sell
30,890
-9,463
-23% -$48.7K ﹤0.01% 567
2024
Q3 		$237K Buy
40,353
+1,221
+3% +$6.88K 0.01% 500
2024
Q2 		$202K Sell
39,132
-1,261
-3% -$6.9K 0.01% 522
2024
Q1 		$247K Buy
40,393
+611
+2% +$3.68K 0.01% 475
2023
Q4 		$244K Buy
+39,782
New +$211K 0.01% 452
2023
Q2 		– Sell
-11,610
Closed -$49.9K – 905
2023
Q1 		$49.9K Sell
11,610
-33,735
-74% -$143K ﹤0.01% 853
2022
Q4 		$189K Sell
45,345
-4,570
-9% -$20.8K 0.01% 815
2022
Q3 		$228K Sell
49,915
-12,787
-20% -$54.5K 0.01% 745
2022
Q2 		$237K Buy
+62,702
New +$278K 0.01% 762
2021
Q4 		– Sell
-60,901
Closed -$234K – 857
2021
Q3 		$234K Buy
60,901
+26,342
+76% +$108K 0.02% 750
2021
Q2 		$151K Sell
34,559
-6,206
-15% -$25K 0.01% 757
2021
Q1 		$147K Buy
+40,765
New +$154K 0.01% 713

Other funds holding ITUB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vestmark Advisory Solutions's ITUB Position: Q2 2025 in Review

Vestmark Advisory Solutions sold out of Itaú Unibanco (ITUB) in Q2 2025, closing a stake of 85,247 shares — an estimated $455K sold.

Vestmark Advisory Solutions first reported a position in ITUB in Q1 2021 and held it in 13 quarters. The position peaked at $455K in Q1 2025. 332 funds tracked by Wall St. Rank hold ITUB as of Q2 2025.

  • Vestmark Advisory Solutions reported no remaining Itaú Unibanco position as of Q2 2025 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 85,247 Itaú Unibanco shares in Q2 2025, an estimated $455K.
  • Vestmark Advisory Solutions first reported a position in Itaú Unibanco in Q1 2021 and held it in 13 quarters.
  • Vestmark Advisory Solutions's Itaú Unibanco position peaked at $455K in Q1 2025.
  • 332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2025.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.