Bank of Montreal’s Definitive Healthcare DH Stock Holding History

Bank of Montreal’s Portfolio DH Stock Details DH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,756	Closed	-$76.1K	–	3659
2025 Q3	$76.1K	Hold	18,756	–	–	﹤0.01%	3034
2025 Q2	$71.5K	Buy	+18,756	New	+$59.1K	﹤0.01%	3075

Other funds holding DH

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal's DH Position: Q4 2025 in Review

Bank of Montreal sold out of Definitive Healthcare (DH) in Q4 2025, closing a stake of 18,756 shares — an estimated $76.1K sold.

Bank of Montreal first reported a position in DH in Q2 2025 and held it in 2 quarters. The position peaked at $76.1K in Q3 2025. 122 funds tracked by Wall St. Rank hold DH as of Q4 2025.

Bank of Montreal reported no remaining Definitive Healthcare position as of Q4 2025 after selling out during the quarter.
Bank of Montreal sold 18,756 Definitive Healthcare shares in Q4 2025, an estimated $76.1K.
Bank of Montreal first reported a position in Definitive Healthcare in Q2 2025 and held it in 2 quarters.
Bank of Montreal's Definitive Healthcare position peaked at $76.1K in Q3 2025.
122 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.