Northwest & Ethical Investments L.P. Reduced Holdings in Q2 2025

Northwest & Ethical Investments L.P.

  • $4.03 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
-51.3K
- 28.19%
N/A
131K $22.5B
WM
Waste Management Inc

Industrials
-72.2K
- 32.46%
$216.47 - $242.1 $15.6M - $17.5M
150K $34.4B
PGR
Progressive Corp

Financial Services
-56.2K
- 85.22%
$255.27 - $288.74 $14.4M - $16.2M
9.75K $2.6B
ABBV
Abb Vie Inc.

Healthcare
-34.5K
- 22.52%
$170.16 - $206.27 $5.87M - $7.12M
119K $22B
MRK
Merck & Co., Inc.

Healthcare
-73.1K
- 19.47%
$73.47 - $87.12 $5.37M - $6.37M
303K $24B
CL
Colgate Palmolive CO

Consumer Defensive
-92.3K
- 39.11%
$87.57 - $96.0 $8.08M - $8.86M
144K $13.1B
RE
Everest Re Group LTD

Financial Services
-22.8K
- 58.54%
N/A
16.2K $5.49B
GLD
Spdr Gold Trust

ETFs
-27.5K
- 77.83%
$273.71 - $316.29 $7.52M - $8.69M
7.83K $2.39B
T
At&T Inc.

Communication Services
-253K
- 62.32%
$26.33 - $28.94 $6.67M - $7.33M
153K $4.42B
ADP
Automatic Data Processing Inc

Industrials
-23.2K
- 21.03%
$276.76 - $326.81 $6.43M - $7.59M
87.3K $26.9B
KR
Kroger CO

Consumer Defensive
-97.1K
- 59.51%
$64.62 - $74.0 $6.28M - $7.19M
66.1K $4.74B
CGNX
Cognex Corp

Technology
-206K
- 83.04%
$23.27 - $32.07 $4.8M - $6.61M
42.1K $1.34B
ANSS
Ansys Inc

Technology
-23.5K
- 32.9%
$284.19 - $351.22 $6.66M - $8.24M
47.8K $16.8B
ABT
Abbott Laboratories

Healthcare
-45.3K
- 37.03%
$123.95 - $138.08 $5.62M - $6.26M
77.1K $10.5B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-14.6K
- 14.63%
$212.1 - $244.27 $3.09M - $3.56M
85.1K $18.6B
WAT
Waters Corp

Healthcare
-12.7K
- 22.3%
$307.71 - $366.67 $3.91M - $4.66M
44.2K $15.4B
CMCSA
Comcast Corp

Communication Services
-133K
- 28.91%
$32.84 - $36.72 $4.37M - $4.88M
327K $11.7B
AEE
Ameren Corp

Utilities
-45.4K
- 21.59%
$94.23 - $101.68 $4.27M - $4.61M
165K $15.8B
BMY
Bristol Myers Squibb CO

Healthcare
-56.3K
- 34.72%
$44.12 - $59.6 $2.48M - $3.35M
106K $4.9B
KO
Coca Cola CO

Consumer Defensive
-64K
- 20.85%
$68.37 - $73.9 $4.38M - $4.73M
243K $17.2B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5.14K
- 18.53%
$390.26 - $489.06 $2.01M - $2.52M
22.6K $9.17B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-64.4K
- 54.01%
$63.54 - $68.5 $4.09M - $4.41M
54.8K $3.7B
TJX
Tjx Companies Inc

Consumer Cyclical
-35.4K
- 40.7%
$119.13 - $135.03 $4.22M - $4.78M
51.6K $6.37B
PAYX
Paychex Inc

Industrials
-25.8K
- 62.51%
$137.01 - $159.78 $3.54M - $4.12M
15.5K $2.25B
HIG
Hartford Financial Services Group, Inc.

Financial Services
-32.3K
- 85.44%
$109.83 - $131.67 $3.54M - $4.25M
5.5K $686M
AZO
Autozone Inc

Consumer Cyclical
-797
- 10.18%
$3478.38 - $3880.15 $2.77M - $3.09M
7.03K $26.1B
AFL
Aflac Inc

Financial Services
-30.4K
- 62.18%
$99.77 - $112.45 $3.03M - $3.41M
18.5K $1.95B
YUM
Yum Brands Inc

Consumer Cyclical
-15.9K
- 20.97%
$138.36 - $161.45 $2.2M - $2.57M
60K $8.89B
PG
Procter & Gamble CO

Consumer Defensive
-6.13K
- 3.64%
$157.66 - $172.39 $967K - $1.06M
162K $25.8B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-2.88K
- 6.26%
$225.56 - $335.19 $650K - $966K
43.1K $10.2B
IMO
Imperial Oil LTD

Energy
-48.9K
- 31.39%
$60.22 - $81.91 $2.94M - $4M
107K $8.48B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-35.4K
- 73.37%
$68.13 - $74.77 $2.41M - $2.65M
12.8K $928M
SHEL
Shell PLC

Energy
-26.3K
- 9.53%
$59.75 - $73.05 $1.57M - $1.92M
250K $17.6B
V
Visa Inc.

Financial Services
-8.98K
- 7.25%
$308.27 - $373.31 $2.77M - $3.35M
115K $40.8B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-16.9K
- 50.38%
$160.22 - $209.35 $2.7M - $3.53M
16.6K $3.47B
WPM
Wheaton Precious Metals Corp.

Basic Materials
-43.3K
- 36.87%
$70.56 - $92.75 $3.05M - $4.02M
74.1K $6.61B
LLY
Eli Lilly & CO

Healthcare
-1.3K
- 4.35%
$713.71 - $898.95 $929K - $1.17M
28.6K $22.3B
UNP
Union Pacific Corp

Industrials
-6.25K
- 4.78%
$208.27 - $238.46 $1.3M - $1.49M
125K $28.7B
DOX
Amdocs LTD

Technology
-20.3K
- 13.1%
$80.46 - $94.08 $1.63M - $1.91M
134K $12.3B
BMO
Bank Of Montreal

Financial Services
-43.6K
- 21.51%
$87.54 - $110.63 $3.82M - $4.82M
159K $17.6B
TCOM
Trip.Com Group LTD

Consumer Cyclical
-25.3K
- 45.55%
$52.21 - $67.1 $1.32M - $1.7M
30.2K $1.77B
PAAS
Pan American Silver Corp

Basic Materials
-66.7K
- 61.76%
$21.49 - $29.35 $1.43M - $1.96M
41.3K $1.17B
MKC
Mccormick & CO Inc

Consumer Defensive
-18.8K
- 69.93%
$71.11 - $82.25 $1.34M - $1.54M
8.07K $612M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.46K
- 8.9%
$483.48 - $539.8 $704K - $786K
14.9K $7.24B
USB
Us Bancorp \De\

Financial Services
-36K
- 69.06%
$36.4 - $45.76 $1.31M - $1.65M
16.1K $729M
VZ
Verizon Communications Inc

Communication Services
-14.3K
- 3.55%
$41.67 - $45.62 $596K - $652K
388K $16.8B
EA
Electronic Arts Inc.

Communication Services
-16.7K
- 18.2%
$132.53 - $159.7 $2.21M - $2.66M
74.9K $12B
MFC
Manulife Financial Corp

Financial Services
-52K
- 10.07%
$26.93 - $32.44 $1.4M - $1.69M
465K $14.9B
GS
Goldman Sachs Group Inc

Financial Services
-2.49K
- 65.93%
$462.22 - $707.75 $1.15M - $1.76M
1.29K $911M
Activity Summary
Buys All Purchases 238 New Holdings 71 Increased Positions 167 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 8 Puts 7
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