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Livermore
Livermore
ZHEN

Holistic Financial Partners

SEC CIK
0001729304
Latest filing
Jul 23, 2026

RTX holding history

RTX Corp in every 13F filed by Holistic Financial Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RTX overviewAll 13F holders of RTXFull Q2 2026 holdings

Shares (Q2 2026)
5,579
Value
$1.06M
% of portfolio
0.6%
Quarters held
20
Since Q1 2021
Holdings of RTX by Holistic Financial Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,579$1.06M0.6%−1,095−16.4%ReducedHolders
Q1 20266,674$1.29M0.5%−378−5.4%ReducedHolders
Q4 20257,052$1.29M0.5%+107+1.5%AddedHolders
Q3 20256,945$1.16M0.5%−11−0.2%ReducedHolders
Q2 20256,956$1.02M0.4%+142+2.1%AddedHolders
Q1 20256,814$902.6K0.4%+1,249+22.4%AddedHolders
Q4 20245,565$644.0K0.3%+8+0.1%AddedHolders
Q3 20245,557$673.3K0.3%+5,557NewHolders
Q1 20240$00.0%−6,542−100.0%Sold outHolders
Q4 20236,542$550.4K0.3%−1,063−14.0%ReducedHolders
Q3 20237,605$547.3K0.4%−1,138−13.0%ReducedHolders
Q2 20238,743$856.5K0.6%−361−4.0%ReducedHolders
Q1 20239,104$891.6K0.7%−127−1.4%ReducedHolders
Q4 20229,231$931.6K0.8%−56−0.6%ReducedHolders
Q3 20229,287$760.0K0.8%−29−0.3%ReducedHolders
Q2 20229,316$895.0K0.8%−62−0.7%ReducedHolders
Q1 20229,378$929.0K0.6%−84−0.9%ReducedHolders
Q4 20219,462$814.0K0.5%−70−0.7%ReducedHolders
Q3 20219,532$819.0K0.5%+26+0.3%AddedHolders
Q2 20219,506$811.0K0.5%+1,144+13.7%AddedHolders
Q1 20218,362$646.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.