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 Q2	$25.3M	Buy	60,900 +38,100	+167%	+$14.1M	0.01%	824
2026 Q1	$6.17M	Buy	+22,800	New	+$6.79M	﹤0.01%	1246
2021 Q2	–	Sell	-9,000	Closed	-$3.28M	–	4889
2021 Q1	$3.28M	Sell	9,000 -19,000	-68%	-$6.58M	﹤0.01%	1547
2020 Q4	$10.1M	Hold	28,000	–	–	0.01%	1008
2020 Q3	$8.8M	Buy	+28,000	New	+$8.6M	0.01%	911
2019 Q2	–	Sell	-6,100	Closed	-$1.51M	–	5070
2019 Q1	$1.51M	Buy	6,100 +1,000	+20%	+$255K	﹤0.01%	1830
2018 Q4	$1.27M	Buy	+5,100	New	+$1.35M	﹤0.01%	1772
2018 Q1	–	Sell	-4,300	Closed	-$948K	–	4341
2017 Q4	$948K	Buy	4,300 +3,500	+438%	+$742K	﹤0.01%	1983
2017 Q3	$157K	Buy	+800	New	+$155K	﹤0.01%	2762

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Bank of Montreal increased its UnitedHealth (UNH) stake by 16% in Q2 2026, buying an estimated $88.4M and bringing the position to 1,773,763 shares worth $737M. The position accounts for 0.24% of the portfolio, ranked #86.

Bank of Montreal first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.45B in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Bank of Montreal held 1,773,763 shares of UnitedHealth worth $737M as of Q2 2026.
Bank of Montreal bought 238,558 UnitedHealth shares in Q2 2026, an estimated $88.4M.
UnitedHealth made up 0.24% of Bank of Montreal's portfolio in Q2 2026, its #86 holding.
Bank of Montreal first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's UnitedHealth position peaked at $1.45B in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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