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
2024 Q1	–	Sell	-75,000	Closed	-$3.21M	–	4333
2023 Q4	$3.21M	Hold	75,000	–	–	﹤0.01%	1470
2023 Q3	$2.73M	Buy	+75,000	New	+$2.89M	﹤0.01%	1550
2021 Q1	–	Sell	-9,500	Closed	-$1.34M	–	5353
2020 Q4	$1.34M	Buy	+9,500	New	+$1.15M	﹤0.01%	2047

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of Montreal's U Position: Q2 2026 in Review

Bank of Montreal increased its Unity (U) stake by 0.53% in Q2 2026, buying an estimated $2.95K and bringing the position to 21,234 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Bank of Montreal first reported a position in U in Q3 2020 and has held it in 24 quarters since. The position peaked at $22.3M in Q4 2021. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

Bank of Montreal held 21,234 shares of Unity worth $607K as of Q2 2026.
Bank of Montreal bought 111 Unity shares in Q2 2026, an estimated $2.95K.
Unity made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2356 holding.
Bank of Montreal first reported a position in Unity in Q3 2020 and has held it in 24 quarters since.
Bank of Montreal's Unity position peaked at $22.3M in Q4 2021.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.