Carter Financial Group
RTX icon

Carter Financial Group’s RTX Corp RTX Stock Holding History

Carter 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
Q3 		$945K Buy
5,088
+137
+3% +$28K 0.48% 45
2026
Q2 		$939K Sell
4,951
-140
-3% -$25.7K 0.49% 43
2026
Q1 		$982K Buy
5,091
+63
+1% +$12.5K 0.61% 39
2025
Q4 		$922K Buy
5,028
+120
+2% +$20.8K 0.55% 38
2025
Q3 		$821K Buy
4,908
+956
+24% +$148K 0.5% 42
2025
Q2 		$574K Buy
+3,952
New +$527K 0.38% 49

Other funds holding RTX

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Lazard Frères Gestion
Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Carter Financial Group's RTX Position: Q3 2026 in Review

Carter Financial Group increased its RTX Corp (RTX) stake by 2.8% in Q3 2026, buying an estimated $28K and bringing the position to 5,088 shares worth $945K. The position accounts for 0.48% of the portfolio, ranked #45.

Carter Financial Group first reported a position in RTX in Q2 2025 and has held it in 6 quarters since. The position peaked at $982K in Q1 2026. 1,898 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Carter Financial Group held 5,088 shares of RTX Corp worth $945K as of Q3 2026.
  • Carter Financial Group bought 137 RTX Corp shares in Q3 2026, an estimated $28K.
  • RTX Corp made up 0.48% of Carter Financial Group's portfolio in Q3 2026, its #45 holding.
  • Carter Financial Group first reported a position in RTX Corp in Q2 2025 and has held it in 6 quarters since.
  • Carter Financial Group's RTX Corp position peaked at $982K in Q1 2026.
  • 1,898 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.