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Disclosery

BANK OF MONTREAL /CAN/: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on UNH, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 1,773,763 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,773,763 shares
    Change vs previous 13F +238,558 shares

    0.27% of the 13F portfolio, value $737,229,485.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,535,205 shares
    Change vs previous 13F -114,090 shares

    0.17% of the 13F portfolio, value $415,411,286.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,649,295 shares
    Change vs previous 13F -505,904 shares

    0.22% of the 13F portfolio, value $544,449,041.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,155,199 shares
    Change vs previous 13F +338,727 shares

    0.31% of the 13F portfolio, value $744,190,452.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,816,472 shares
    Change vs previous 13F -316,088 shares

    0.28% of the 13F portfolio, value $566,684,996.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,132,560 shares
    Change vs previous 13F -73,051 shares

    0.58% of the 13F portfolio, value $1,116,928,132.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,205,611 shares
    Change vs previous 13F -284,191 shares

    0.55% of the 13F portfolio, value $1,115,730,193.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,489,802 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,448,691,384.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).