Moran Wealth Management, LLC ITUB — ITAU UNIBANCO HLDG S A

Ownership history in Moran Wealth Management, LLC  ·  10 quarters on record

AI Ownership Summary

Moran Wealth Management, LLC reported ITAU UNIBANCO HLDG S A (ITUB) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2026 Q1. The latest visible filing shows ITUB at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ITUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moran Wealth Management, LLC's position in ITAU UNIBANCO HLDG S A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ITUB was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ITUB stock page Moran Wealth Management, LLC fund profile Moran Wealth Management, LLC full holdings
How Moran Wealth Management, LLC held ITUB — position size vs. price
% of Fund (quarterly)    ITUB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,011,349 +94,609 +10.3% 0.26% $8.5M 2026-04-27 $8.80
2025 Q4 ADDED — — — 916,740 +69,293 +8.2% 0.20% $6.6M 2026-01-26 $8.31
2025 Q3 ADDED — — — 847,447 +19,192 +2.3% 0.19% $6.2M 2025-10-23 $6.45
2025 Q2 ADDED — — — 828,255 +4,499 +0.5% 0.17% $5.6M 2025-07-28 $5.55
2025 Q1 ADDED — — — 823,756 +113,618 +16.0% 0.15% $4.5M 2025-04-23 $5.32
2024 Q4 REDUCED 6.4% +28.0% ❌ 710,138 -48,539 -6.4% 0.11% $3.5M 2025-02-07 $4.51
2024 Q3 REDUCED — — — 758,677 -5,088 -0.7% 0.16% $5.0M 2024-11-08 $4.65
2024 Q2 ADDED — — — 763,765 +2,831 +0.4% 0.15% $4.5M 2024-08-13 $4.95
2024 Q1 REDUCED — — — 760,934 -15,649 -2.0% 0.17% $5.3M 2024-05-15 $4.85
2023 Q4 INITIATED — — — 776,583 — — 0.19% $5.4M 2024-02-08 $4.84

🏢 Other funds also holding ITUB

As of 2026 Q1 — sorted by position size

TT International Asset Management LTD 3Y 8.72% Perpetual Ltd 3Y 7Y 1.71% QUATTRO FINANCIAL ADVISORS LLC 3Y 7Y 0.86% Robeco Institutional Asset Management B.V. 3Y 7Y 0.65% DELTEC ASSET MANAGEMENT LLC 3Y 7Y 0.24% Legacy Wealth Asset Management, LLC 3Y 0.21% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.17% BLUEFIN CAPITAL MANAGEMENT, LLC 3Y 0.16% Banque Cantonale Vaudoise 3Y 0.15% Athena Wealth Management, LLC 0.11%

FAQ About Moran Wealth Management, LLC and ITUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Moran Wealth Management, LLC reported owning ITUB?

Moran Wealth Management, LLC reported ITUB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ITUB position in Moran Wealth Management, LLC's portfolio?

The largest reported portfolio weight for ITUB was 0.26% in 2026 Q1.

What is the latest reported ITUB position on this page?

The most recent filing on this page is 2026 Q1, when Moran Wealth Management, LLC reported 1,011,349 shares, equal to 0.26% of portfolio, with an estimated market value of $8.5M.

What does the chart on this ITUB ownership page compare?

The chart compares Moran Wealth Management, LLC's quarterly ITUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Moran Wealth Management, LLC time their ITUB position?

Based on 13F filing dates vs. subsequent ITUB price moves, Moran Wealth Management, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on ITUB relative to SPY over the holding period was +9.9%.

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