Bank of Montreal
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Bank of Montreal’s Nu Skin NUS Stock Holding History

Bank of Montreal’s Portfolio NUS Stock Details NUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,204
Closed -$146K – 3944
2025
Q4 		$146K Sell
15,204
-1,748
-10% -$18.1K ﹤0.01% 2938
2025
Q3 		$207K Buy
+16,952
New +$178K ﹤0.01% 2756
2025
Q1 		– Sell
-11,630
Closed -$80.1K – 3665
2024
Q4 		$80.1K Buy
+11,630
New +$80K ﹤0.01% 3003
2024
Q2 		– Sell
-26,301
Closed -$362K – 4128
2024
Q1 		$362K Buy
26,301
+9,507
+57% +$148K ﹤0.01% 2659
2023
Q4 		$328K Buy
16,794
+3,843
+30% +$70.9K ﹤0.01% 2806
2023
Q3 		$366K Sell
12,951
-63,731
-83% -$1.66M ﹤0.01% 2665
2023
Q2 		$2.78M Buy
76,682
+65,739
+601% +$2.42M ﹤0.01% 1637
2023
Q1 		$432K Buy
10,943
+902
+9% +$37.5K ﹤0.01% 2547
2022
Q4 		$428K Buy
10,041
+723
+8% +$27.8K ﹤0.01% 2698
2022
Q3 		$432 Buy
9,318
+596
+7% +$24.8K ﹤0.01% 2673
2022
Q2 		$404 Sell
8,722
-831
-9% -$38.1K ﹤0.01% 2821
2022
Q1 		$463K Sell
9,553
-9,487
-50% -$470K ﹤0.01% 2904
2021
Q4 		$992K Buy
19,040
+9,457
+99% +$420K ﹤0.01% 1947
2021
Q3 		$392K Buy
9,583
+175
+2% +$8.85K ﹤0.01% 3004
2021
Q2 		$553K Buy
9,408
+1,355
+17% +$77.1K ﹤0.01% 2783
2021
Q1 		$419K Sell
8,053
-758
-9% -$41.3K ﹤0.01% 2747
2020
Q4 		$491K Buy
8,811
+1,116
+15% +$58.7K ﹤0.01% 2712
2020
Q3 		$421K Buy
7,695
+88
+1% +$4.17K ﹤0.01% 2403
2020
Q2 		$331K Buy
7,607
+3,702
+95% +$119K ﹤0.01% 2473
2020
Q1 		$77K Sell
3,905
-10,088
-72% -$304K ﹤0.01% 2716
2019
Q4 		$574K Buy
13,993
+4,757
+52% +$194K ﹤0.01% 2589
2019
Q3 		$393K Buy
9,236
+6,749
+271% +$283K ﹤0.01% 2533
2019
Q2 		$124K Sell
2,487
-6,358
-72% -$323K ﹤0.01% 3209
2019
Q1 		$424K Sell
8,845
-60,738
-87% -$3.68M ﹤0.01% 2375
2018
Q4 		$4.27M Buy
69,583
+60,620
+676% +$4.09M ﹤0.01% 1161
2018
Q3 		$739K Buy
8,963
+34
+0.4% +$2.7K ﹤0.01% 2138
2018
Q2 		$698K Buy
8,929
+555
+7% +$43K ﹤0.01% 2183
2018
Q1 		$618K Sell
8,374
-1,306
-13% -$92.7K ﹤0.01% 2122
2017
Q4 		$660K Buy
9,680
+1,034
+12% +$66.9K ﹤0.01% 2162
2017
Q3 		$532K Buy
8,646
+333
+4% +$20.4K ﹤0.01% 2244
2017
Q2 		$522K Sell
8,313
-15,320
-65% -$873K ﹤0.01% 2252
2017
Q1 		$1.31M Sell
23,633
-1,605
-6% -$82.6K ﹤0.01% 1750
2016
Q4 		$1.32M Buy
25,238
+17,500
+226% +$980K ﹤0.01% 1783
2016
Q3 		$502K Sell
7,738
-200
-3% -$11.2K ﹤0.01% 2084
2016
Q2 		$366K Sell
7,938
-95,006
-92% -$3.83M ﹤0.01% 2217
2016
Q1 		$3.94M Sell
102,944
-3,846
-4% -$127K ﹤0.01% 1127
2015
Q4 		$4.05M Buy
106,790
+65,263
+157% +$2.41M ﹤0.01% 1080
2015
Q3 		$1.71M Sell
41,527
-15,634
-27% -$671K ﹤0.01% 1360
2015
Q2 		$2.69M Sell
57,161
-270,175
-83% -$14.6M ﹤0.01% 1273
2015
Q1 		$19.7M Buy
327,336
+19,328
+6% +$984K 0.02% 510
2014
Q4 		$13.5M Buy
308,008
+112,004
+57% +$4.95M 0.02% 652
2014
Q3 		$8.83M Buy
196,004
+57,251
+41% +$3.05M 0.01% 846
2014
Q2 		$10.3M Buy
138,753
+50,040
+56% +$3.94M 0.01% 794
2014
Q1 		$7.35M Sell
88,713
-166
-0.2% -$14.6K 0.01% 790
2013
Q4 		$12.3M Buy
88,879
+17,511
+25% +$2.06M 0.02% 527
2013
Q3 		$6.83M Buy
71,368
+53,644
+303% +$4.55M 0.01% 653
2013
Q2 		$1.08M Buy
+17,724
New +$984K ﹤0.01% 1366

Other funds holding NUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of Montreal's NUS Position: Q1 2026 in Review

Bank of Montreal sold out of Nu Skin (NUS) in Q1 2026, closing a stake of 15,204 shares — an estimated $146K sold.

Bank of Montreal first reported a position in NUS in Q2 2013 and held it in 47 quarters. The position peaked at $19.7M in Q1 2015. 178 funds tracked by Wall St. Rank hold NUS as of Q1 2026.

  • Bank of Montreal reported no remaining Nu Skin position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 15,204 Nu Skin shares in Q1 2026, an estimated $146K.
  • Bank of Montreal first reported a position in Nu Skin in Q2 2013 and held it in 47 quarters.
  • Bank of Montreal's Nu Skin position peaked at $19.7M in Q1 2015.
  • 178 funds tracked by Wall St. Rank held Nu Skin as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.