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
Q2 		$628K Buy
6,166
+203
+3% +$19.2K ﹤0.01% 2337
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bank of Montreal increased its UL Solutions (ULS) stake by 3.4% in Q2 2026, buying an estimated $19.2K and bringing the position to 6,166 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Bank of Montreal first reported a position in ULS in Q3 2024 and has held it in 4 quarters since. The position peaked at $703K in Q3 2024. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Bank of Montreal held 6,166 shares of UL Solutions worth $628K as of Q2 2026.
  • Bank of Montreal bought 203 UL Solutions shares in Q2 2026, an estimated $19.2K.
  • UL Solutions made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2337 holding.
  • Bank of Montreal first reported a position in UL Solutions in Q3 2024 and has held it in 4 quarters since.
  • Bank of Montreal's UL Solutions position peaked at $703K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

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