Winton Group’s Itaú Unibanco ITUB Stock Holding History

Winton Group’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 Q1	–	Sell	-31,236	Closed	-$224K	–	1253
2025 Q4	$224K	Buy	+31,236	New	+$222K	0.01%	814
2024 Q1	–	Sell	-25,268	Closed	-$155K	–	748
2023 Q4	$155K	Buy	25,268 +8,649	+52%	+$45.8K	0.01%	669
2023 Q3	$78.8K	Sell	16,619 -4,548	-21%	-$22.7K	0.01%	728
2023 Q2	$110K	Buy	+21,167	New	+$100K	0.01%	715
2022 Q4	–	Sell	-19,023	Closed	-$87K	–	982
2022 Q3	$87K	Sell	19,023 -45,953	-71%	-$196K	0.01%	898
2022 Q2	$245K	Buy	64,976 +22,376	+53%	+$99.4K	0.01%	862
2022 Q1	$215K	Buy	+42,600	New	+$179K	0.01%	898
2021 Q3	–	Sell	-65,517	Closed	-$287K	–	1406
2021 Q2	$287K	Buy	+65,517	New	+$264K	0.02%	1201

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

Winton Group's ITUB Position: Q1 2026 in Review

Winton Group sold out of Itaú Unibanco (ITUB) in Q1 2026, closing a stake of 31,236 shares — an estimated $224K sold.

Winton Group first reported a position in ITUB in Q2 2021 and held it in 8 quarters. The position peaked at $287K in Q2 2021. 389 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

Winton Group reported no remaining Itaú Unibanco position as of Q1 2026 after selling out during the quarter.
Winton Group sold 31,236 Itaú Unibanco shares in Q1 2026, an estimated $224K.
Winton Group first reported a position in Itaú Unibanco in Q2 2021 and held it in 8 quarters.
Winton Group's Itaú Unibanco position peaked at $287K in Q2 2021.
389 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Winton Group's 13F filing for Q1 2026, filed 12 May 2026.