Bank of Montreal’s United Airlines UAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100	Closed	-$9.65K	–	3838
2025 Q3	$9.65K	Sell	100 -2,400	-96%	-$231K	﹤0.01%	3366
2025 Q2	$199K	Buy	+2,500	New	+$184K	﹤0.01%	2806
2023 Q4	–	Sell	-2,500	Closed	-$117K	–	4303
2023 Q3	$117K	Hold	2,500	–	–	﹤0.01%	3241
2023 Q2	$137K	Sell	2,500 -157,500	-98%	-$7.44M	﹤0.01%	3358
2023 Q1	$7.08M	Sell	160,000 -2,900	-2%	-$139K	﹤0.01%	1081
2022 Q4	$6.16M	Buy	+162,900	New	+$6.61M	﹤0.01%	1192
2022 Q3	–	Sell	-75,000	Closed	-$2.83K	–	4419
2022 Q2	$2.83K	Sell	75,000 -50,000	-40%	-$2.19M	﹤0.01%	1720
2022 Q1	$5.73M	Buy	+125,000	New	+$5.42M	﹤0.01%	1413
2020 Q3	–	Sell	-205,000	Closed	-$6.18M	–	4940
2020 Q2	$6.18M	Buy	+205,000	New	+$6.15M	0.01%	1071

Other funds holding UAL

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Bank of Montreal increased its United Airlines (UAL) stake by 27% in Q2 2026, buying an estimated $5.63M and bringing the position to 257,138 shares worth $35M. The position accounts for 0.01% of the portfolio, ranked #708.

Bank of Montreal first reported a position in UAL in Q2 2013 and has held it in 53 quarters since. The position peaked at $173M in Q4 2021. 721 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Bank of Montreal held 257,138 shares of United Airlines worth $35M as of Q2 2026.
Bank of Montreal bought 54,374 United Airlines shares in Q2 2026, an estimated $5.63M.
United Airlines made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #708 holding.
Bank of Montreal first reported a position in United Airlines in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's United Airlines position peaked at $173M in Q4 2021.
721 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

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