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	$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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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. 3,033 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.
3,033 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.