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Evernest Financial Advisors’s RTX Corp RTX Stock Holding History

Evernest Financial Advisors’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 		$1.59M Sell
8,394
-86
-1% -$15.8K 0.33% 46
2026
Q1 		$1.47M Buy
8,480
+499
+6% +$99.2K 0.31% 52
2025
Q4 		$1.57M Sell
7,981
-335
-4% -$58.2K 0.33% 45
2025
Q3 		$1.39M Buy
8,316
+152
+2% +$23.6K 0.39% 48
2025
Q2 		$1.19M Buy
8,164
+1,277
+19% +$170K 0.39% 54
2025
Q1 		$912K Buy
6,887
+323
+5% +$41K 0.33% 71
2024
Q4 		$760K Buy
6,564
+177
+3% +$21.4K 0.2% 82
2024
Q3 		$774K Sell
6,387
-6
-0.1% -$684 0.21% 79
2024
Q2 		$642K Sell
6,393
-158
-2% -$16.3K 0.29% 73
2024
Q1 		$665K Buy
6,551
+959
+17% +$86.6K 0.31% 71
2023
Q4 		$471K Buy
+5,592
New +$443K 0.24% 88
2021
Q4 		$486K Buy
+5,367
New +$468K 0.25% 84

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evernest Financial Advisors's RTX Position: Q2 2026 in Review

Evernest Financial Advisors reduced its RTX Corp (RTX) stake by 1% in Q2 2026, selling an estimated $15.8K and leaving 8,394 shares worth $1.59M. The position accounts for 0.33% of the portfolio, ranked #46.

Evernest Financial Advisors first reported a position in RTX in Q4 2021 and has held it in 12 quarters since. 3,445 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Evernest Financial Advisors held 8,394 shares of RTX Corp worth $1.59M as of Q2 2026.
  • Evernest Financial Advisors sold 86 RTX Corp shares in Q2 2026, an estimated $15.8K.
  • RTX Corp made up 0.33% of Evernest Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Evernest Financial Advisors first reported a position in RTX Corp in Q4 2021 and has held it in 12 quarters since.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.