Bank of Montreal
UHS icon

Bank of Montreal’s Universal Health Services UHS Stock Holding History

Bank of Montreal’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$595K Buy
+4,000
New +$650K ﹤0.01% 2362

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Bank of Montreal increased its Universal Health Services (UHS) stake by 29% in Q2 2026, buying an estimated $3.97M and bringing the position to 109,822 shares worth $16.3M. The position accounts for 0.01% of the portfolio, ranked #1001.

Bank of Montreal first reported a position in UHS in Q2 2013 and has held it in 53 quarters since. The position peaked at $53.7M in Q3 2020. 412 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Bank of Montreal held 109,822 shares of Universal Health Services worth $16.3M as of Q2 2026.
  • Bank of Montreal bought 24,404 Universal Health Services shares in Q2 2026, an estimated $3.97M.
  • Universal Health Services made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #1001 holding.
  • Bank of Montreal first reported a position in Universal Health Services in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Universal Health Services position peaked at $53.7M in Q3 2020.
  • 412 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

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