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Whipplewood Advisors’s Itaú Unibanco ITUB Stock Holding History

Whipplewood Advisors’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 		– Sell
-869
Closed -$7.28K – 859
2026
Q1 		$7.28K Buy
+869
New +$7.27K ﹤0.01% 543
2025
Q3 		– Sell
-1,053
Closed -$6.94K – 740
2025
Q2 		$6.94K Buy
1,053
+160
+18% +$975 ﹤0.01% 632
2025
Q1 		$5.63K Sell
893
-172
-16% -$866 ﹤0.01% 677
2024
Q4 		$4.66K Buy
+1,065
New +$5.48K ﹤0.01% 714

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

Whipplewood Advisors's ITUB Position: Q2 2026 in Review

Whipplewood Advisors sold out of Itaú Unibanco (ITUB) in Q2 2026, closing a stake of 869 shares — an estimated $7.28K sold.

Whipplewood Advisors first reported a position in ITUB in Q4 2024 and held it in 4 quarters. The position peaked at $7.28K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Whipplewood Advisors reported no remaining Itaú Unibanco position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 869 Itaú Unibanco shares in Q2 2026, an estimated $7.28K.
  • Whipplewood Advisors first reported a position in Itaú Unibanco in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Itaú Unibanco position peaked at $7.28K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.