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Berger Financial Group’s RTX Corp RTX Stock Holding History

Berger Financial Group’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 		$329K Buy
1,734
+14
+0.8% +$2.57K 0.02% 365
2026
Q1 		$332K Buy
1,720
+128
+8% +$25.4K 0.02% 358
2025
Q4 		$292K Buy
1,592
+6
+0.4% +$1.04K 0.02% 380
2025
Q3 		$265K Buy
1,586
+52
+3% +$8.07K 0.02% 377
2025
Q2 		$224K Sell
1,534
-148
-9% -$19.7K 0.01% 386
2025
Q1 		$223K Buy
+1,682
New +$213K 0.02% 387

Other funds holding RTX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Berger Financial Group's RTX Position: Q2 2026 in Review

Berger Financial Group increased its RTX Corp (RTX) stake by 0.81% in Q2 2026, buying an estimated $2.57K and bringing the position to 1,734 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #365.

Berger Financial Group first reported a position in RTX in Q1 2025 and has held it in 6 quarters since. The position peaked at $332K in Q1 2026. 1,939 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Berger Financial Group held 1,734 shares of RTX Corp worth $329K as of Q2 2026.
  • Berger Financial Group bought 14 RTX Corp shares in Q2 2026, an estimated $2.57K.
  • RTX Corp made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #365 holding.
  • Berger Financial Group first reported a position in RTX Corp in Q1 2025 and has held it in 6 quarters since.
  • Berger Financial Group's RTX Corp position peaked at $332K in Q1 2026.
  • 1,939 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.