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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Root Financial Partners increased its RTX Corp (RTX) stake by 7.3% in Q1 2026, buying an estimated $109K and bringing the position to 8,103 shares worth $1.56M. The position accounts for 0.07% of the portfolio, ranked #76.

Root Financial Partners first reported a position in RTX in Q1 2023 and has held it in 12 quarters since. 3,447 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Root Financial Partners held 8,103 shares of RTX Corp worth $1.56M as of Q1 2026.
Root Financial Partners bought 548 RTX Corp shares in Q1 2026, an estimated $109K.
RTX Corp made up 0.07% of Root Financial Partners's portfolio in Q1 2026, its #76 holding.
Root Financial Partners first reported a position in RTX Corp in Q1 2023 and has held it in 12 quarters since.
3,447 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.