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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cascade Financial Partners's RTX Position: Q1 2026 in Review

Cascade Financial Partners reduced its RTX Corp (RTX) stake by 0.87% in Q1 2026, selling an estimated $8.95K and leaving 5,101 shares worth $984K. The position accounts for 0.1% of the portfolio, ranked #122.

Cascade Financial Partners first reported a position in RTX in Q1 2024 and has held it in 9 quarters since. 3,447 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Cascade Financial Partners held 5,101 shares of RTX Corp worth $984K as of Q1 2026.
  • Cascade Financial Partners sold 45 RTX Corp shares in Q1 2026, an estimated $8.95K.
  • RTX Corp made up 0.1% of Cascade Financial Partners's portfolio in Q1 2026, its #122 holding.
  • Cascade Financial Partners first reported a position in RTX Corp in Q1 2024 and has held it in 9 quarters since.
  • 3,447 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.