Root Financial Partners
RTX icon

Root Financial Partners’s RTX Corp RTX Stock Holding History

Root 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
Q3 		$1.54M Sell
8,274
-38
-0.5% -$7.78K 0.05% 96
2026
Q2 		$1.58M Buy
8,312
+209
+3% +$38.3K 0.06% 88
2026
Q1 		$1.56M Buy
8,103
+548
+7% +$109K 0.07% 76
2025
Q4 		$1.39M Sell
7,555
-471
-6% -$81.8K 0.07% 74
2025
Q3 		$1.34M Buy
8,026
+1,718
+27% +$267K 0.08% 73
2025
Q2 		$921K Buy
+6,308
New +$840K 0.09% 78
2025
Q1 		– Sell
-5,709
Closed -$661K – 224
2024
Q4 		$661K Buy
5,709
+1,412
+33% +$171K 0.08% 94
2024
Q3 		$521K Buy
4,297
+347
+9% +$39.6K 0.08% 88
2024
Q2 		$397K Sell
3,950
-101
-2% -$10.4K 0.09% 80
2024
Q1 		$395K Buy
4,051
+161
+4% +$14.5K 0.12% 66
2023
Q4 		$327K Sell
3,890
-5
-0.1% -$396 0.12% 61
2023
Q3 		$280K Sell
3,895
-318
-8% -$27.2K 0.15% 56
2023
Q2 		$413K Sell
4,213
-25
-0.6% -$2.45K 0.25% 46
2023
Q1 		$415K Buy
+4,238
New +$417K 0.3% 45

Other funds holding RTX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AdviceOne Advisory Services
AdviceOne Advisory Services Glastonbury, Connecticut $168M AUM 9.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Root Financial Partners's RTX Position: Q3 2026 in Review

Root Financial Partners reduced its RTX Corp (RTX) stake by 0.46% in Q3 2026, selling an estimated $7.78K and leaving 8,274 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #96.

Root Financial Partners first reported a position in RTX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.58M in Q2 2026. 1,493 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Root Financial Partners held 8,274 shares of RTX Corp worth $1.54M as of Q3 2026.
  • Root Financial Partners sold 38 RTX Corp shares in Q3 2026, an estimated $7.78K.
  • RTX Corp made up 0.05% of Root Financial Partners's portfolio in Q3 2026, its #96 holding.
  • Root Financial Partners first reported a position in RTX Corp in Q1 2023 and has held it in 14 quarters since.
  • Root Financial Partners's RTX Corp position peaked at $1.58M in Q2 2026.
  • 1,493 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.