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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Northwest & Ethical Investments's RKT Position: Q1 2026 in Review

Northwest & Ethical Investments reduced its Rocket Companies (RKT) stake by 23% in Q1 2026, selling an estimated $315K and leaving 56,813 shares worth $854K. The position accounts for 0.02% of the portfolio, ranked #324.

Northwest & Ethical Investments first reported a position in RKT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.8M in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Northwest & Ethical Investments held 56,813 shares of Rocket Companies worth $854K as of Q1 2026.
  • Northwest & Ethical Investments sold 17,332 Rocket Companies shares in Q1 2026, an estimated $315K.
  • Rocket Companies made up 0.02% of Northwest & Ethical Investments's portfolio in Q1 2026, its #324 holding.
  • Northwest & Ethical Investments first reported a position in Rocket Companies in Q1 2025 and has held it in 5 quarters since.
  • Northwest & Ethical Investments's Rocket Companies position peaked at $1.8M in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.