Wellington Management Group’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $129M | Sell |
15,427,772
-27,390,411
| -64% | -$229M | 0.02% | 478 |
|
|
2025
Q4 | $307M | Buy |
42,818,183
+281,836
| +0.7% | +$2M | 0.05% | 292 |
|
|
2025
Q3 | $303M | Sell |
42,536,347
-4,841,190
| -10% | -$32M | 0.05% | 300 |
|
|
2025
Q2 | $312M | Buy |
47,377,537
+41,288,782
| +678% | +$252M | 0.06% | 265 |
|
|
2025
Q1 | $32.5M | Buy |
6,088,755
+1,226,048
| +25% | +$6.17M | 0.01% | 808 |
|
|
2024
Q4 | $21.3M | Buy |
4,862,707
+5,320
| +0.1% | +$27.4K | ﹤0.01% | 955 |
|
|
2024
Q3 | $28.5M | Buy |
4,857,387
+375,559
| +8% | +$2.12M | 0.01% | 860 |
|
|
2024
Q2 | $23.1M | Hold |
4,481,828
| – | – | ﹤0.01% | 908 |
|
|
2024
Q1 | $27.4M | Buy |
4,481,828
+606,909
| +16% | +$3.65M | ﹤0.01% | 873 |
|
|
2023
Q4 | $23.8M | Buy |
+3,874,919
| New | +$20.5M | ﹤0.01% | 896 |
|
|
2022
Q4 | – | Sell |
-299,019
| Closed | -$1.36M | – | 2047 |
|
|
2022
Q3 | $1.36M | Buy |
+299,019
| New | +$1.28M | ﹤0.01% | 1601 |
|
|
2022
Q2 | – | Sell |
-2,776,296
| Closed | -$14M | – | 2137 |
|
|
2022
Q1 | $14M | Buy |
+2,776,296
| New | +$11.7M | ﹤0.01% | 1114 |
|
|
2021
Q1 | – | Sell |
-6,923,298
| Closed | -$30.7M | – | 2141 |
|
|
2020
Q4 | $30.7M | Buy |
6,923,298
+5,930,575
| +597% | +$22.2M | 0.01% | 934 |
|
|
2020
Q3 | $2.88M | Sell |
992,723
-1,128,913
| -53% | -$3.83M | ﹤0.01% | 1361 |
|
|
2020
Q2 | $7.24M | Sell |
2,121,636
-2,374,259
| -53% | -$7.7M | ﹤0.01% | 1136 |
|
|
2020
Q1 | $14.7M | Sell |
4,495,895
-4,695,940
| -51% | -$24.1M | ﹤0.01% | 949 |
|
|
2019
Q4 | $61.2M | Buy |
9,191,835
+5,478,582
| +148% | +$34.3M | 0.01% | 708 |
|
|
2019
Q3 | $22.7M | Sell |
3,713,253
-4,674,424
| -56% | -$30.3M | 0.01% | 932 |
|
|
2019
Q2 | $57.5M | Buy |
8,387,677
+7,529,995
| +878% | +$47.4M | 0.01% | 715 |
|
|
2019
Q1 | $5.5M | Sell |
857,682
-1,094,620
| -56% | -$7.74M | ﹤0.01% | 1360 |
|
|
2018
Q4 | $13M | Buy |
1,952,302
+152,138
| +8% | +$977K | ﹤0.01% | 1116 |
|
|
2018
Q3 | $9.59M | Sell |
1,800,164
-12,160,627
| -87% | -$65.4M | ﹤0.01% | 1295 |
|
|
2018
Q2 | $70.3M | Sell |
13,960,791
-21,427,112
| -61% | -$133M | 0.02% | 689 |
|
|
2018
Q1 | $268M | Buy |
35,387,903
+61,705
| +0.2% | +$462K | 0.06% | 313 |
|
|
2017
Q4 | $223M | Sell |
35,326,198
-191,950
| -0.5% | -$1.23M | 0.05% | 347 |
|
|
2017
Q3 | $236M | Buy |
35,518,148
+10,721,292
| +43% | +$65.5M | 0.05% | 310 |
|
|
2017
Q2 | $133M | Sell |
24,796,856
-34,785,340
| -58% | -$195M | 0.03% | 423 |
|
|
2017
Q1 | $349M | Buy |
59,582,196
+12,756,820
| +27% | +$75.6M | 0.08% | 229 |
|
|
2016
Q4 | $234M | Sell |
46,825,376
-18,606,753
| -28% | -$95.4M | 0.06% | 288 |
|
|
2016
Q3 | $316M | Buy |
65,432,129
+1,322,659
| +2% | +$6.26M | 0.08% | 240 |
|
|
2016
Q2 | $267M | Buy |
64,109,470
+45,962,010
| +253% | +$177M | 0.07% | 260 |
|
|
2016
Q1 | $68.7M | Buy |
18,147,460
+17,667,180
| +3,679% | +$53.8M | 0.02% | 578 |
|
|
2015
Q4 | $1.38M | Sell |
480,280
-336,051
| -41% | -$1.07M | ﹤0.01% | 1737 |
|
|
2015
Q3 | $2.38M | Sell |
816,331
-78,672
| -9% | -$279K | ﹤0.01% | 1581 |
|
|
2015
Q2 | $3.93M | Buy |
895,003
+814,671
| +1,014% | +$3.83M | ﹤0.01% | 1472 |
|
|
2015
Q1 | $356K | Sell |
80,332
-7,829,443
| -99% | -$38.2M | ﹤0.01% | 2053 |
|
|
2014
Q4 | $41.3M | Sell |
7,909,775
-16,764,297
| -68% | -$94.3M | 0.01% | 792 |
|
|
2014
Q3 | $137M | Sell |
24,674,072
-13,639,580
| -36% | -$86.9M | 0.04% | 420 |
|
|
2014
Q2 | $221M | Buy |
38,313,652
+31,791,358
| +487% | +$187M | 0.06% | 333 |
|
|
2014
Q1 | $35.3M | Sell |
6,522,294
-13,811,649
| -68% | -$65.9M | 0.01% | 859 |
|
|
2013
Q4 | $101M | Buy |
20,333,943
+14,711,736
| +262% | +$76.5M | 0.03% | 529 |
|
|
2013
Q3 | $28.9M | Sell |
5,622,207
-15,283,922
| -73% | -$71.6M | 0.01% | 871 |
|
|
2013
Q2 | $98.4M | Buy |
+20,906,129
| New | +$114M | 0.03% | 469 |
|
Other funds holding ITUB
OAG
WGI
