Bank of Montreal
U icon

Bank of Montreal’s Unity U Stock Holding History

Bank of Montreal’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$463K Sell
21,123
-462
-2% -$12.8K ﹤0.01% 2426
2025
Q4 		$953K Sell
21,585
-51
-0.2% -$2.08K ﹤0.01% 2005
2025
Q3 		$866K Sell
21,636
-11,432
-35% -$424K ﹤0.01% 2020
2025
Q2 		$800K Sell
33,068
-250,786
-88% -$5.52M ﹤0.01% 2027
2025
Q1 		$5.56M Buy
283,854
+178,296
+169% +$4.03M ﹤0.01% 1128
2024
Q4 		$2.37M Buy
105,558
+76,937
+269% +$1.71M ﹤0.01% 1481
2024
Q3 		$647K Sell
28,621
-243,943
-89% -$4.21M ﹤0.01% 2259
2024
Q2 		$4.43M Sell
272,564
-319,609
-54% -$6.84M ﹤0.01% 1314
2024
Q1 		$16.2M Buy
592,173
+551,634
+1,361% +$17.3M ﹤0.01% 806
2023
Q4 		$1.73M Buy
40,539
+35,808
+757% +$1.1M ﹤0.01% 1765
2023
Q3 		$172K Sell
4,731
-5,420
-53% -$209K ﹤0.01% 3113
2023
Q2 		$441K Sell
10,151
-8,855
-47% -$284K ﹤0.01% 2675
2023
Q1 		$618K Sell
19,006
-72,184
-79% -$2.32M ﹤0.01% 2346
2022
Q4 		$2.61M Sell
91,190
-249,196
-73% -$7.81M ﹤0.01% 1660
2022
Q3 		$11.1K Buy
340,386
+295,761
+663% +$12.2M ﹤0.01% 940
2022
Q2 		$2.04K Sell
44,625
-82,556
-65% -$4.69M ﹤0.01% 1883
2022
Q1 		$12.9M Sell
127,181
-24,229
-16% -$2.51M 0.01% 1031
2021
Q4 		$22.3M Buy
151,410
+135,776
+868% +$20.7M 0.01% 702
2021
Q3 		$2M Sell
15,634
-6,121
-28% -$725K ﹤0.01% 2073
2021
Q2 		$2.42M Buy
21,755
+13,984
+180% +$1.37M ﹤0.01% 1957
2021
Q1 		$769K Sell
7,771
-842
-10% -$104K ﹤0.01% 2385
2020
Q4 		$1.22M Buy
8,613
+8,401
+3,963% +$1.02M ﹤0.01% 2106
2020
Q3 		$17K Buy
+212
New +$17.9K ﹤0.01% 3908

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Bank of Montreal reduced its Unity (U) stake by 2.1% in Q1 2026, selling an estimated $12.8K and leaving 21,123 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

Bank of Montreal first reported a position in U in Q3 2020 and has held it in 23 quarters since. The position peaked at $22.3M in Q4 2021. 527 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Bank of Montreal held 21,123 shares of Unity worth $463K as of Q1 2026.
  • Bank of Montreal sold 462 Unity shares in Q1 2026, an estimated $12.8K.
  • Unity made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2426 holding.
  • Bank of Montreal first reported a position in Unity in Q3 2020 and has held it in 23 quarters since.
  • Bank of Montreal's Unity position peaked at $22.3M in Q4 2021.
  • 527 funds tracked by Wall St. Rank held Unity as of Q1 2026.

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