Financial Synergies Wealth Advisors’s RTX Corp RTX Stock Holding History

Financial Synergies Wealth 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	$221K	Buy	1,167 +112	+11%	+$20.5K	0.02%	109
2026 Q1	$204K	Buy	+1,055	New	+$210K	0.02%	111
2024 Q2	–	Sell	-490	Closed	-$47.8K	–	379
2024 Q1	$47.8K	Sell	490 -15	-3%	-$1.35K	0.01%	131
2023 Q4	$51K	Sell	505 -227	-31%	-$18K	0.01%	95
2023 Q3	$52.6K	Buy	732 +13	+2%	+$1.11K	0.01%	112
2023 Q2	$70.4K	Sell	719 -460	-39%	-$45K	0.01%	96
2023 Q1	$115K	Buy	1,179 +674	+133%	+$66.4K	0.02%	81
2022 Q4	$51K	Buy	505 +409	+426%	+$38.5K	0.01%	95
2022 Q3	$7.86K	Hold	96	–	–	﹤0.01%	174
2022 Q2	$9.23K	Buy	+96	New	+$9.23K	﹤0.01%	175

Other funds holding RTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Synergies Wealth Advisors's RTX Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its RTX Corp (RTX) stake by 11% in Q2 2026, buying an estimated $20.5K and bringing the position to 1,167 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #109.

Financial Synergies Wealth Advisors first reported a position in RTX in Q2 2022 and has held it in 10 quarters since. 3,425 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Financial Synergies Wealth Advisors held 1,167 shares of RTX Corp worth $221K as of Q2 2026.
Financial Synergies Wealth Advisors bought 112 RTX Corp shares in Q2 2026, an estimated $20.5K.
RTX Corp made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #109 holding.
Financial Synergies Wealth Advisors first reported a position in RTX Corp in Q2 2022 and has held it in 10 quarters since.
3,425 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.