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	-50,000	Closed	-$4.83M	–	3839
2025 Q3	$4.83M	Buy	50,000 +48,200	+2,678%	+$4.64M	﹤0.01%	1301
2025 Q2	$143K	Buy	+1,800	New	+$133K	﹤0.01%	2902
2025 Q1	–	Sell	-25,000	Closed	-$2.43M	–	3747
2024 Q4	$2.43M	Hold	25,000	–	–	﹤0.01%	1474
2024 Q3	$1.45M	Hold	25,000	–	–	﹤0.01%	1848
2024 Q2	$1.22M	Buy	+25,000	New	+$1.26M	﹤0.01%	1922
2024 Q1	–	Sell	-100,000	Closed	-$4.2M	–	4335
2023 Q4	$4.2M	Sell	100,000 -2,500	-2%	-$98.3K	﹤0.01%	1351
2023 Q3	$4.78M	Hold	102,500	–	–	﹤0.01%	1285
2023 Q2	$5.63M	Sell	102,500 -207,500	-67%	-$9.8M	﹤0.01%	1289
2023 Q1	$13.7M	Sell	310,000 -138,800	-31%	-$6.65M	0.01%	810
2022 Q4	$17M	Sell	448,800 -246,700	-35%	-$10M	0.01%	754
2022 Q3	$22.9K	Sell	695,500 -182,800	-21%	-$6.8M	0.01%	631
2022 Q2	$33.2K	Sell	878,300 -3,027,800	-78%	-$133M	0.02%	565
2022 Q1	$179M	Buy	+3,906,100	New	+$169M	0.09%	168
2021 Q4	–	Sell	-2,803,500	Closed	-$138M	–	3881
2021 Q3	$138M	Buy	+2,803,500	New	+$132M	0.06%	260

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.