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 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	$9.67M	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

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

GIA

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Cyndeo Wealth Partners's RTX Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its RTX Corp (RTX) stake by 22% in Q2 2026, selling an estimated $3.22M and leaving 61,396 shares worth $11.6M. The position accounts for 0.55% of the portfolio, ranked #50.

Cyndeo Wealth Partners first reported a position in RTX in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.2M in Q1 2026. 826 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Cyndeo Wealth Partners held 61,396 shares of RTX Corp worth $11.6M as of Q2 2026.
Cyndeo Wealth Partners sold 17,544 RTX Corp shares in Q2 2026, an estimated $3.22M.
RTX Corp made up 0.55% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #50 holding.
Cyndeo Wealth Partners first reported a position in RTX Corp in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's RTX Corp position peaked at $15.2M in Q1 2026.
826 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.