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Cascade Financial Partners’s RTX Corp RTX Stock Holding History

Cascade Financial Partners’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$952K Sell
5,020
-81
-2% -$14.9K 0.08% 129
2026
Q1 		$984K Sell
5,101
-45
-0.9% -$8.95K 0.1% 122
2025
Q4 		$944K Sell
5,146
-17
-0.3% -$2.95K 0.1% 121
2025
Q3 		$864K Buy
5,163
+436
+9% +$67.7K 0.1% 127
2025
Q2 		$690K Sell
4,727
-120
-2% -$16K 0.08% 140
2025
Q1 		$642K Sell
4,847
-108
-2% -$13.7K 0.08% 139
2024
Q4 		$573K Sell
4,955
-40
-0.8% -$4.83K 0.07% 130
2024
Q3 		$627K Buy
4,995
+4
+0.1% +$456 0.08% 129
2024
Q2 		$501K Sell
4,991
-50
-1% -$5.17K 0.07% 136
2024
Q1 		$505K Buy
+5,041
New +$455K 0.07% 134

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cascade Financial Partners's RTX Position: Q2 2026 in Review

Cascade Financial Partners reduced its RTX Corp (RTX) stake by 1.6% in Q2 2026, selling an estimated $14.9K and leaving 5,020 shares worth $952K. The position accounts for 0.08% of the portfolio, ranked #129.

Cascade Financial Partners first reported a position in RTX in Q1 2024 and has held it in 10 quarters since. The position peaked at $984K in Q1 2026. 3,457 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Cascade Financial Partners held 5,020 shares of RTX Corp worth $952K as of Q2 2026.
  • Cascade Financial Partners sold 81 RTX Corp shares in Q2 2026, an estimated $14.9K.
  • RTX Corp made up 0.08% of Cascade Financial Partners's portfolio in Q2 2026, its #129 holding.
  • Cascade Financial Partners first reported a position in RTX Corp in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's RTX Corp position peaked at $984K in Q1 2026.
  • 3,457 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.