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 $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 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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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.