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Discipline Wealth Solutions’s RTX Corp RTX Stock Holding History

Discipline Wealth Solutions’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 		$282K Sell
1,485
-92
-6% -$16.9K 0.02% 169
2026
Q1 		$304K Buy
1,577
+179
+13% +$35.6K 0.03% 150
2025
Q4 		$256K Buy
+1,398
New +$243K 0.05% 147

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
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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Discipline Wealth Solutions's RTX Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its RTX Corp (RTX) stake by 5.8% in Q2 2026, selling an estimated $16.9K and leaving 1,485 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #169.

Discipline Wealth Solutions first reported a position in RTX in Q4 2025 and has held it in 3 quarters since. The position peaked at $304K in Q1 2026. 1,883 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Discipline Wealth Solutions held 1,485 shares of RTX Corp worth $282K as of Q2 2026.
  • Discipline Wealth Solutions sold 92 RTX Corp shares in Q2 2026, an estimated $16.9K.
  • RTX Corp made up 0.02% of Discipline Wealth Solutions's portfolio in Q2 2026, its #169 holding.
  • Discipline Wealth Solutions first reported a position in RTX Corp in Q4 2025 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's RTX Corp position peaked at $304K in Q1 2026.
  • 1,883 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

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