DOSSIER · 13F-HR · Q1 2026

Northwest & Ethical Investments L.P.

$4.3B in tracked AUM across 526 positions as of Q1 2026.

N&
CIK 0002033536 · last filed Mar 31, 2026
Total AUM
$4.3B
as of Q1 2026
Holdings
526
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Northwest & Ethical Investments L.P. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$164M938K3.8%
02
MSFT
MICROSOFT CORP
$148M399K3.4%
03
AVSD
AMERICAN CENTY ETF TR
$146M2.0M3.4%
04
NULG
NUSHARES ETF TR
$130M1.4M3.0%
05
AAPL
APPLE INC
$103M407K2.4%
06
GOOG
ALPHABET INC
$89M309K2.1%
07
RY
ROYAL BK CDA
$80M495K1.9%
08
TD
TORONTO DOMINION BK ONT
$65M688K1.5%
09
AVGO
BROADCOM INC
$63M205K1.5%
10
AMZN
AMAZON COM INC
$62M296K1.4%

Filing history

2026Q1Mar 31
$4.3B 2.7%
526 positionsView →
2025Q4Dec 31
$4.4B 4.9%
501 positionsView →
2025Q3Sep 30
$4.2B 5.2%
500 positionsView →
2025Q2Jun 30
$4.0B 9.3%
490 positionsLocked
2025Q1Mar 31
$3.7B 0.1%
470 positionsLocked
2024Q4Dec 31
$3.7B 2.8%
494 positionsLocked
2024Q3Sep 30
$3.8B 8.6%
506 positionsLocked
2024Q2Jun 30
$3.5B 0.4%
484 positionsLocked
2024Q1Mar 31
$3.5B 6.7%
485 positionsLocked
2023Q4Dec 31
$3.3B 9.4%
372 positionsLocked
2023Q3Sep 30
$3.0B 4.7%
385 positionsLocked
2023Q2Jun 30
$3.1B 3.6%
380 positionsLocked
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