Bank of Montreal’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.15M | Buy |
9,041
+8,416
| +1,347% | +$5.71M | ﹤0.01% | 1198 |
|
|
2025
Q4 | $346K | Sell |
625
-44
| -7% | -$27.8K | ﹤0.01% | 2505 |
|
|
2025
Q3 | $442K | Sell |
669
-407
| -38% | -$203K | ﹤0.01% | 2322 |
|
|
2025
Q2 | $443K | Sell |
1,076
-51
| -5% | -$18.6K | ﹤0.01% | 2349 |
|
|
2025
Q1 | $350K | Sell |
1,127
-81
| -7% | -$28.6K | ﹤0.01% | 2416 |
|
|
2024
Q4 | $401K | Buy |
1,208
+134
| +12% | +$40.3K | ﹤0.01% | 2372 |
|
|
2024
Q3 | $236K | Sell |
1,074
-1,067
| -50% | -$195K | ﹤0.01% | 2932 |
|
|
2024
Q2 | $313K | Buy |
+2,141
| New | +$275K | ﹤0.01% | 2707 |
|
|
2023
Q2 | – | Sell |
-983
| Closed | -$267K | – | 4300 |
|
|
2023
Q1 | $267K | Buy |
983
+7
| +0.7% | +$1.94K | ﹤0.01% | 2845 |
|
|
2022
Q4 | $268K | Sell |
976
-33
| -3% | -$9.82K | ﹤0.01% | 2979 |
|
|
2022
Q3 | $311 | Buy |
1,009
+9
| +0.9% | +$2.65K | ﹤0.01% | 2916 |
|
|
2022
Q2 | $255 | Sell |
1,000
-49
| -5% | -$13K | ﹤0.01% | 3106 |
|
|
2022
Q1 | $309K | Buy |
1,049
+133
| +15% | +$35.9K | ﹤0.01% | 3169 |
|
|
2021
Q4 | $284K | Sell |
916
-30
| -3% | -$9.13K | ﹤0.01% | 2760 |
|
|
2021
Q3 | $281K | Sell |
946
-101
| -10% | -$31.2K | ﹤0.01% | 3169 |
|
|
2021
Q2 | $328K | Buy |
1,047
+116
| +12% | +$34K | ﹤0.01% | 3028 |
|
|
2021
Q1 | $268K | Buy |
931
+15
| +2% | +$4.72K | ﹤0.01% | 2983 |
|
|
2020
Q4 | $235K | Sell |
916
-149
| -14% | -$34.3K | ﹤0.01% | 3141 |
|
|
2020
Q3 | $190K | Sell |
1,065
-107
| -9% | -$18.9K | ﹤0.01% | 2768 |
|
|
2020
Q2 | $216K | Buy |
1,172
+429
| +58% | +$72K | ﹤0.01% | 2693 |
|
|
2020
Q1 | $104K | Sell |
743
-76
| -9% | -$11.6K | ﹤0.01% | 2580 |
|
|
2019
Q4 | $156K | Sell |
819
-81
| -9% | -$13.1K | ﹤0.01% | 3286 |
|
|
2019
Q3 | $107K | Hold |
900
| – | – | ﹤0.01% | 3251 |
|
|
2019
Q2 | $118K | Sell |
900
-1,056
| -54% | -$153K | ﹤0.01% | 3241 |
|
|
2019
Q1 | $293K | Sell |
1,956
-9,661
| -83% | -$1.22M | ﹤0.01% | 2548 |
|
|
2018
Q4 | $1.16M | Sell |
11,617
-5,020
| -30% | -$497K | ﹤0.01% | 1822 |
|
|
2018
Q3 | $1.64M | Buy |
16,637
+117
| +0.7% | +$10.3K | ﹤0.01% | 1777 |
|
|
2018
Q2 | $1.4M | Sell |
16,520
-7,995
| -33% | -$627K | ﹤0.01% | 1823 |
|
|
2018
Q1 | $1.69M | Sell |
24,515
-18,820
| -43% | -$1.34M | ﹤0.01% | 1638 |
|
|
2017
Q4 | $3.08M | Buy |
43,335
+5,375
| +14% | +$344K | ﹤0.01% | 1369 |
|
|
2017
Q3 | $2.13M | Sell |
37,960
-22,907
| -38% | -$1.32M | ﹤0.01% | 1584 |
|
|
2017
Q2 | $3.16M | Buy |
60,867
+46,569
| +326% | +$2.3M | ﹤0.01% | 1392 |
|
|
2017
Q1 | $719K | Sell |
14,298
-7,631
| -35% | -$417K | ﹤0.01% | 1973 |
|
|
2016
Q4 | $1.23M | Sell |
21,929
-50
| -0.2% | -$2.73K | ﹤0.01% | 1813 |
|
|
2016
Q3 | $1.18M | Sell |
21,979
-1,101
| -5% | -$52.8K | ﹤0.01% | 1750 |
|
|
2016
Q2 | $893K | Sell |
23,080
-13,311
| -37% | -$494K | ﹤0.01% | 1896 |
|
|
2016
Q1 | $1.21M | Sell |
36,391
-3,568
| -9% | -$111K | ﹤0.01% | 1669 |
|
|
2015
Q4 | $1.27M | Buy |
39,959
+6,931
| +21% | +$229K | ﹤0.01% | 1620 |
|
|
2015
Q3 | $1.12M | Sell |
33,028
-13,465
| -29% | -$451K | ﹤0.01% | 1529 |
|
|
2015
Q2 | $1.48M | Sell |
46,493
-510,603
| -92% | -$15.7M | ﹤0.01% | 1496 |
|
|
2015
Q1 | $16.5M | Buy |
557,096
+233,777
| +72% | +$6.92M | 0.02% | 582 |
|
|
2014
Q4 | $9.58M | Buy |
323,319
+278,305
| +618% | +$8.87M | 0.01% | 795 |
|
|
2014
Q3 | $1.69M | Buy |
45,014
+21,221
| +89% | +$901K | ﹤0.01% | 1547 |
|
|
2014
Q2 | $1.07M | Buy |
23,793
+21,160
| +804% | +$831K | ﹤0.01% | 1712 |
|
|
2014
Q1 | $119K | Buy |
2,633
+500
| +23% | +$23.4K | ﹤0.01% | 2718 |
|
|
2013
Q4 | $98K | Buy |
+2,133
| New | +$84.9K | ﹤0.01% | 2550 |
|
Other funds holding UI
SIM
Bank of Montreal's UI Position: Q1 2026 in Review
Bank of Montreal increased its Ubiquiti (UI) stake by 1,347% in Q1 2026, buying an estimated $5.71M and bringing the position to 9,041 shares worth $7.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1198.
Bank of Montreal first reported a position in UI in Q4 2013 and has held it in 46 quarters since. The position peaked at $16.5M in Q1 2015. 385 funds tracked by Wall St. Rank hold UI as of Q1 2026.
- Bank of Montreal held 9,041 shares of Ubiquiti worth $7.15M as of Q1 2026.
- Bank of Montreal bought 8,416 Ubiquiti shares in Q1 2026, an estimated $5.71M.
- Ubiquiti made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1198 holding.
- Bank of Montreal first reported a position in Ubiquiti in Q4 2013 and has held it in 46 quarters since.
- Bank of Montreal's Ubiquiti position peaked at $16.5M in Q1 2015.
- 385 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.