Cyndeo Wealth Partners
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Cyndeo Wealth Partners’s RTX Corp RTX Stock Holding History

Cyndeo Wealth 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
Q3 		$13M Buy
69,985
+8,589
+14% +$1.76M 0.59% 46
2026
Q2 		$11.6M Sell
61,396
-17,544
-22% -$3.22M 0.55% 50
2026
Q1 		$15.2M Buy
78,940
+19,671
+33% +$3.91M 0.8% 30
2025
Q4 		$10.9M Buy
59,269
+1,477
+3% +$257K 0.59% 43
2025
Q3 		$9.7M Buy
57,792
+30,058
+108% +$4.67M 0.54% 48
2025
Q2 		$4.05M Buy
27,734
+595
+2% +$79.3K 0.24% 110
2025
Q1 		$3.59M Sell
27,139
-2,407
-8% -$305K 0.24% 116
2024
Q4 		$3.42M Buy
29,546
+235
+0.8% +$28.4K 0.23% 113
2024
Q3 		$3.55M Sell
29,311
-18,246
-38% -$2.08M 0.25% 114
2024
Q2 		$4.77M Sell
47,557
-874
-2% -$90.4K 0.37% 82
2024
Q1 		$4.72M Sell
48,431
-10,802
-18% -$975K 0.39% 81
2023
Q4 		$4.98M Buy
59,233
+4,059
+7% +$321K 0.46% 66
2023
Q3 		$3.97M Sell
55,174
-27,044
-33% -$2.32M 0.41% 80
2023
Q2 		$8.05M Buy
82,218
+1,223
+2% +$120K 0.84% 26
2023
Q1 		$7.93M Sell
80,995
-5,430
-6% -$535K 0.86% 22
2022
Q4 		$8.72M Buy
+86,425
New +$8.13M 1.02% 18

Other funds holding RTX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cyndeo Wealth Partners's RTX Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its RTX Corp (RTX) stake by 14% in Q3 2026, buying an estimated $1.76M and bringing the position to 69,985 shares worth $13M. The position accounts for 0.59% of the portfolio, ranked #46.

Cyndeo Wealth Partners first reported a position in RTX in Q4 2022 and has held it in 16 quarters since. The position peaked at $15.2M in Q1 2026. 2,122 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Cyndeo Wealth Partners held 69,985 shares of RTX Corp worth $13M as of Q3 2026.
  • Cyndeo Wealth Partners bought 8,589 RTX Corp shares in Q3 2026, an estimated $1.76M.
  • RTX Corp made up 0.59% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #46 holding.
  • Cyndeo Wealth Partners first reported a position in RTX Corp in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's RTX Corp position peaked at $15.2M in Q1 2026.
  • 2,122 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.