Bank of Montreal
UNH icon

Bank of Montreal’s UnitedHealth UNH Stock Holding History

Bank of Montreal’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$415M Sell
1,535,205
-114,090
-7% -$34M 0.15% 115
2025
Q4 		$544M Sell
1,649,295
-505,904
-23% -$171M 0.19% 94
2025
Q3 		$744M Buy
2,155,199
+338,727
+19% +$102M 0.29% 71
2025
Q2 		$567M Sell
1,816,472
-316,088
-15% -$121M 0.27% 71
2025
Q1 		$1.12B Sell
2,132,560
-73,051
-3% -$37.3M 0.54% 37
2024
Q4 		$1.12B Sell
2,205,611
-284,191
-11% -$161M 0.52% 38
2024
Q3 		$1.45B Buy
2,489,802
+230,240
+10% +$130M 0.64% 32
2024
Q2 		$1.15B Buy
2,259,562
+4,012
+0.2% +$1.97M 0.33% 38
2024
Q1 		$1.15B Sell
2,255,550
-29,381
-1% -$14.9M 0.35% 37
2023
Q4 		$1.21B Buy
2,284,931
+208,852
+10% +$111M 0.37% 35
2023
Q3 		$1.01B Sell
2,076,079
-144,805
-7% -$71.3M 0.35% 37
2023
Q2 		$1.09B Buy
2,220,884
+349,774
+19% +$171M 0.38% 33
2023
Q1 		$890M Buy
1,871,110
+62,873
+3% +$30.3M 0.36% 36
2022
Q4 		$982M Buy
1,808,237
+365,031
+25% +$193M 0.43% 34
2022
Q3 		$741K Sell
1,443,206
-703,643
-33% -$370M 0.32% 45
2022
Q2 		$1.09M Buy
2,146,849
+571,195
+36% +$287M 0.51% 33
2022
Q1 		$821M Sell
1,575,654
-495,587
-24% -$239M 0.4% 54
2021
Q4 		$1.05B Sell
2,071,241
-185,013
-8% -$83.7M 0.56% 34
2021
Q3 		$931M Buy
2,256,254
+4,108
+0.2% +$1.7M 0.43% 41
2021
Q2 		$933M Buy
2,252,146
+677,692
+43% +$270M 0.46% 40
2021
Q1 		$575M Sell
1,574,454
-333,256
-17% -$115M 0.37% 50
2020
Q4 		$688M Buy
1,907,710
+509,934
+36% +$171M 0.46% 46
2020
Q3 		$440M Sell
1,397,776
-92,304
-6% -$28.4M 0.37% 60
2020
Q2 		$434M Buy
1,490,080
+415,271
+39% +$119M 0.4% 54
2020
Q1 		$258M Sell
1,074,809
-308,098
-22% -$84.8M 0.3% 73
2019
Q4 		$407M Sell
1,382,907
-277,908
-17% -$72.7M 0.31% 64
2019
Q3 		$361M Buy
1,660,815
+201,738
+14% +$48.7M 0.31% 64
2019
Q2 		$356M Buy
1,459,077
+84,570
+6% +$20.3M 0.3% 69
2019
Q1 		$340M Sell
1,374,507
-283,395
-17% -$72.3M 0.29% 69
2018
Q4 		$413M Sell
1,657,902
-268,272
-14% -$70.9M 0.39% 58
2018
Q3 		$512M Buy
1,926,174
+370,963
+24% +$96.5M 0.4% 49
2018
Q2 		$382M Sell
1,555,211
-83,986
-5% -$20.2M 0.32% 59
2018
Q1 		$351M Buy
1,639,197
+66,701
+4% +$15.2M 0.31% 61
2017
Q4 		$347M Buy
1,572,496
+103,582
+7% +$22M 0.3% 63
2017
Q3 		$288M Sell
1,468,914
-450,156
-23% -$87M 0.26% 78
2017
Q2 		$356M Buy
1,919,070
+485,532
+34% +$85.1M 0.34% 55
2017
Q1 		$235M Sell
1,433,538
-65,997
-4% -$10.8M 0.22% 96
2016
Q4 		$237M Buy
1,499,535
+198,340
+15% +$29.6M 0.25% 83
2016
Q3 		$182M Sell
1,301,195
-164,898
-11% -$23.1M 0.2% 96
2016
Q2 		$207M Sell
1,466,093
-23,368
-2% -$3.12M 0.24% 85
2016
Q1 		$192M Sell
1,489,461
-1,764,892
-54% -$209M 0.2% 84
2015
Q4 		$383M Sell
3,254,353
-75,362
-2% -$8.81M 0.46% 41
2015
Q3 		$386M Buy
3,329,715
+188,543
+6% +$22.6M 0.53% 32
2015
Q2 		$383M Buy
3,141,172
+688,465
+28% +$81.4M 0.45% 37
2015
Q1 		$290M Buy
2,452,707
+322,988
+15% +$35.9M 0.34% 59
2014
Q4 		$215M Buy
2,129,719
+305,860
+17% +$29M 0.24% 91
2014
Q3 		$157M Sell
1,823,859
-45,399
-2% -$3.84M 0.18% 111
2014
Q2 		$153M Buy
1,869,258
+1,102,791
+144% +$86.8M 0.17% 110
2014
Q1 		$62.8M Sell
766,467
-32,148
-4% -$2.42M 0.08% 201
2013
Q4 		$60.1M Buy
798,615
+266,791
+50% +$19.2M 0.08% 199
2013
Q3 		$38.1M Sell
531,824
-8,428
-2% -$603K 0.06% 239
2013
Q2 		$35.4M Buy
+540,252
New +$33.6M 0.06% 226

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of Montreal reduced its UnitedHealth (UNH) stake by 6.9% in Q1 2026, selling an estimated $34M and leaving 1,535,205 shares worth $415M. The position accounts for 0.15% of the portfolio, ranked #115.

Bank of Montreal first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.45B in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bank of Montreal held 1,535,205 shares of UnitedHealth worth $415M as of Q1 2026.
  • Bank of Montreal sold 114,090 UnitedHealth shares in Q1 2026, an estimated $34M.
  • UnitedHealth made up 0.15% of Bank of Montreal's portfolio in Q1 2026, its #115 holding.
  • Bank of Montreal first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's UnitedHealth position peaked at $1.45B in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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