Wealth Enhancement Advisory Services’s Itaú Unibanco ITUB Stock Holding History

Wealth Enhancement Advisory Services’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	$797K	Sell	92,511 -502	-0.5%	-$4.16K	﹤0.01%	2259
2026 Q1	$776K	Sell	93,013 -130,097	-58%	-$1.09M	﹤0.01%	1980
2025 Q4	$1.66M	Buy	223,110 +7,837	+4%	+$55.7K	﹤0.01%	1618
2025 Q3	$1.45M	Buy	215,273 +5,729	+3%	+$37.8K	﹤0.01%	1641
2025 Q2	$1.41M	Sell	209,544 -974	-0.5%	-$5.94K	﹤0.01%	1543
2025 Q1	$1.12M	Buy	210,518 +32,134	+18%	+$162K	﹤0.01%	1548
2024 Q4	$781K	Sell	178,384 -3,811	-2%	-$19.6K	﹤0.01%	1690
2024 Q3	$1.07M	Buy	182,195 +137,251	+305%	+$773K	﹤0.01%	1355
2024 Q2	$232K	Buy	44,944 +7,265	+19%	+$39.8K	﹤0.01%	2180
2024 Q1	$230K	Sell	37,679 -6,429	-15%	-$38.7K	﹤0.01%	2101
2023 Q4	$270K	Buy	44,108 +7,389	+20%	+$39.2K	﹤0.01%	1888
2023 Q3	$174K	Buy	+36,719	New	+$183K	﹤0.01%	2027

Other funds holding ITUB

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

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

Wealth Enhancement Advisory Services's ITUB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Itaú Unibanco (ITUB) stake by 0.54% in Q2 2026, selling an estimated $4.16K and leaving 92,511 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

Wealth Enhancement Advisory Services first reported a position in ITUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.66M in Q4 2025. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Wealth Enhancement Advisory Services held 92,511 shares of Itaú Unibanco worth $797K as of Q2 2026.
Wealth Enhancement Advisory Services sold 502 Itaú Unibanco shares in Q2 2026, an estimated $4.16K.
Itaú Unibanco made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2259 holding.
Wealth Enhancement Advisory Services first reported a position in Itaú Unibanco in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Itaú Unibanco position peaked at $1.66M in Q4 2025.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.