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Northwest & Ethical Investments’s Rocket Companies RKT Stock Holding History

Northwest & Ethical Investments’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.3K Buy
+41,400
New +$597K ﹤0.01% 505
2025
Q4 		– Sell
-58,300
Closed -$85.1K – 543
2025
Q3 		$85.1K Sell
58,300
-1,500
-3% -$26.2K ﹤0.01% 484
2025
Q2 		$38.9K Buy
+59,800
New +$776K ﹤0.01% 480

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwest & Ethical Investments's RKT Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Rocket Companies (RKT) stake by 49% in Q2 2026, selling an estimated $402K and leaving 28,952 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #339.

Northwest & Ethical Investments first reported a position in RKT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.8M in Q3 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Northwest & Ethical Investments held 28,952 shares of Rocket Companies worth $449K as of Q2 2026.
  • Northwest & Ethical Investments sold 27,861 Rocket Companies shares in Q2 2026, an estimated $402K.
  • Rocket Companies made up 0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #339 holding.
  • Northwest & Ethical Investments first reported a position in Rocket Companies in Q1 2025 and has held it in 6 quarters since.
  • Northwest & Ethical Investments's Rocket Companies position peaked at $1.8M in Q3 2025.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.