William Blair & Company’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40,030
| Closed | -$175K | – | 1838 |
|
|
2024
Q4 | $175K | Sell |
40,030
-6,948
| -15% | -$35.8K | ﹤0.01% | 1460 |
|
|
2024
Q3 | $276K | Buy |
46,978
+109
| +0.2% | +$614 | ﹤0.01% | 1318 |
|
|
2024
Q2 | $242K | Buy |
46,869
+16,874
| +56% | +$92.3K | ﹤0.01% | 1338 |
|
|
2024
Q1 | $183K | Buy |
+29,995
| New | +$181K | ﹤0.01% | 1421 |
|
|
2022
Q3 | – | Sell |
-39,754
| Closed | -$150K | – | 1859 |
|
|
2022
Q2 | $150K | Buy |
39,754
+84
| +0.2% | +$373 | ﹤0.01% | 1471 |
|
|
2022
Q1 | $200K | Buy |
39,670
+9,387
| +31% | +$39.5K | ﹤0.01% | 1514 |
|
|
2021
Q4 | $100K | Sell |
30,283
-8,238
| -21% | -$29.7K | ﹤0.01% | 1694 |
|
|
2021
Q3 | $148K | Buy |
+38,521
| New | +$158K | ﹤0.01% | 1556 |
|
|
2019
Q3 | – | Sell |
-88,489
| Closed | -$607K | – | 1724 |
|
|
2019
Q2 | $607K | Sell |
88,489
-275
| -0.3% | -$1.73K | ﹤0.01% | 919 |
|
|
2019
Q1 | $569K | Sell |
88,764
-769
| -0.9% | -$5.44K | ﹤0.01% | 920 |
|
|
2018
Q4 | $595K | Sell |
89,533
-37,917
| -30% | -$244K | ﹤0.01% | 854 |
|
|
2018
Q3 | $679K | Buy |
127,450
+45,722
| +56% | +$246K | ﹤0.01% | 859 |
|
|
2018
Q2 | $412K | Buy |
81,728
+25,097
| +44% | +$156K | ﹤0.01% | 1013 |
|
|
2018
Q1 | $429K | Buy |
56,631
+14,513
| +34% | +$109K | ﹤0.01% | 965 |
|
|
2017
Q4 | $266K | Sell |
42,118
-5,820
| -12% | -$37.2K | ﹤0.01% | 1163 |
|
|
2017
Q3 | $319K | Sell |
47,938
-15,721
| -25% | -$96K | ﹤0.01% | 1082 |
|
|
2017
Q2 | $341K | Buy |
+63,659
| New | +$357K | ﹤0.01% | 1131 |
|
|
2015
Q4 | – | Sell |
-186,201
| Closed | -$544K | – | 1250 |
|
|
2015
Q3 | $544K | Sell |
186,201
-178,833
| -49% | -$635K | ﹤0.01% | 947 |
|
|
2015
Q2 | $1.6M | Buy |
365,034
+55,269
| +18% | +$260K | ﹤0.01% | 1421 |
|
|
2015
Q1 | $1.37M | Sell |
309,765
-5,331
| -2% | -$26K | ﹤0.01% | 1454 |
|
|
2014
Q4 | $1.64M | Sell |
315,096
-2,734,414
| -90% | -$15.4M | ﹤0.01% | 1336 |
|
|
2014
Q3 | $17M | Buy |
3,049,510
+144,518
| +5% | +$921K | 0.03% | 634 |
|
|
2014
Q2 | $16.7M | Buy |
2,904,992
+2,278,168
| +363% | +$13.4M | 0.03% | 638 |
|
|
2014
Q1 | $3.4M | Buy |
626,824
+576
| +0.1% | +$2.75K | 0.01% | 1053 |
|
|
2013
Q4 | $3.1M | Buy |
626,248
+139,561
| +29% | +$726K | 0.01% | 1041 |
|
|
2013
Q3 | $2.5M | Buy |
486,687
+118,507
| +32% | +$556K | ﹤0.01% | 1070 |
|
|
2013
Q2 | $1.73M | Buy |
+368,180
| New | +$2.01M | ﹤0.01% | 1120 |
|
Other funds holding ITUB
WGI
OAG
William Blair & Company's ITUB Position: Q1 2025 in Review
William Blair & Company sold out of Itaú Unibanco (ITUB) in Q1 2025, closing a stake of 40,030 shares — an estimated $175K sold.
William Blair & Company first reported a position in ITUB in Q2 2013 and held it in 27 quarters. The position peaked at $17M in Q3 2014. 315 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.
- William Blair & Company reported no remaining Itaú Unibanco position as of Q1 2025 after selling out during the quarter.
- William Blair & Company sold 40,030 Itaú Unibanco shares in Q1 2025, an estimated $175K.
- William Blair & Company first reported a position in Itaú Unibanco in Q2 2013 and held it in 27 quarters.
- William Blair & Company's Itaú Unibanco position peaked at $17M in Q3 2014.
- 315 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.
Based on William Blair & Company's 13F filing for Q1 2025, filed 9 May 2025.