Bank of Montreal
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Bank of Montreal’s UL Solutions ULS Stock Holding History

Bank of Montreal’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$511K Buy
5,963
+598
+11% +$47.2K ﹤0.01% 2384
2025
Q4 		$423K Buy
+5,365
New +$431K ﹤0.01% 2393
2024
Q4 		– Sell
-14,211
Closed -$703K – 3990
2024
Q3 		$703K Buy
+14,211
New +$692K ﹤0.01% 2212

Other funds holding ULS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Bank of Montreal's ULS Position: Q1 2026 in Review

Bank of Montreal increased its UL Solutions (ULS) stake by 11% in Q1 2026, buying an estimated $47.2K and bringing the position to 5,963 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

Bank of Montreal first reported a position in ULS in Q3 2024 and has held it in 3 quarters since. The position peaked at $703K in Q3 2024. 369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

  • Bank of Montreal held 5,963 shares of UL Solutions worth $511K as of Q1 2026.
  • Bank of Montreal bought 598 UL Solutions shares in Q1 2026, an estimated $47.2K.
  • UL Solutions made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2384 holding.
  • Bank of Montreal first reported a position in UL Solutions in Q3 2024 and has held it in 3 quarters since.
  • Bank of Montreal's UL Solutions position peaked at $703K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.