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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Root Financial Partners increased its RTX Corp (RTX) stake by 2.6% in Q2 2026, buying an estimated $38.3K and bringing the position to 8,312 shares worth $1.58M. The position accounts for 0.06% of the portfolio, ranked #88.

Root Financial Partners first reported a position in RTX in Q1 2023 and has held it in 13 quarters since. 3,451 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Root Financial Partners held 8,312 shares of RTX Corp worth $1.58M as of Q2 2026.
Root Financial Partners bought 209 RTX Corp shares in Q2 2026, an estimated $38.3K.
RTX Corp made up 0.06% of Root Financial Partners's portfolio in Q2 2026, its #88 holding.
Root Financial Partners first reported a position in RTX Corp in Q1 2023 and has held it in 13 quarters since.
3,451 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.