Balance Wealth’s RTX Corp RTX Stock Holding History

Balance Wealth’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	–	Sell	-1,040	Closed	-$201K	–	175
2026 Q1	$201K	Buy	+1,040	New	+$207K	0.06%	149

Other funds holding RTX

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAS

AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Balance Wealth's RTX Position: Q2 2026 in Review

Balance Wealth sold out of RTX Corp (RTX) in Q2 2026, closing a stake of 1,040 shares — an estimated $201K sold.

Balance Wealth first reported a position in RTX in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 1,160 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Balance Wealth reported no remaining RTX Corp position as of Q2 2026 after selling out during the quarter.
Balance Wealth sold 1,040 RTX Corp shares in Q2 2026, an estimated $201K.
Balance Wealth first reported a position in RTX Corp in Q1 2026 and held it in 1 quarter.
Balance Wealth's RTX Corp position peaked at $201K in Q1 2026.
1,160 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.