Finer Wealth Management
RTX icon

Finer Wealth Management’s RTX Corp RTX Stock Holding History

Finer Wealth Management’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 		$2.02M Buy
10,862
+1,792
+20% +$367K 0.8% 31
2026
Q2 		$1.72M Buy
9,070
+1,450
+19% +$266K 0.77% 33
2026
Q1 		$1.47M Buy
7,620
+1,952
+34% +$388K 0.74% 31
2025
Q4 		$1.04M Buy
5,668
+6
+0.1% +$1.04K 0.5% 39
2025
Q3 		$947K Sell
5,662
-128
-2% -$19.9K 0.47% 39
2025
Q2 		$845K Sell
5,790
-139
-2% -$18.5K 0.45% 43
2025
Q1 		$785K Sell
5,929
-39
-0.7% -$4.94K 0.47% 44
2024
Q4 		$691K Sell
5,968
-403
-6% -$48.7K 0.4% 46
2024
Q3 		$772K Sell
6,371
-6
-0.1% -$684 0.48% 42
2024
Q2 		$640K Buy
6,377
+62
+1% +$6.41K 0.41% 46
2024
Q1 		$616K Sell
6,315
-527
-8% -$47.6K 0.4% 52
2023
Q4 		$576K Sell
6,842
-39
-0.6% -$3.09K 0.43% 49
2023
Q3 		$495K Sell
6,881
-656
-9% -$56.2K 0.4% 51
2023
Q2 		$738K Sell
7,537
-172
-2% -$16.8K 0.58% 41
2023
Q1 		$755K Buy
7,709
+217
+3% +$21.4K 0.64% 41
2022
Q4 		$756K Buy
7,492
+347
+5% +$32.6K 0.71% 38
2022
Q3 		$585K Sell
7,145
-44
-0.6% -$3.98K 0.58% 46
2022
Q2 		$691K Sell
7,189
-51
-0.7% -$4.9K 0.63% 40
2022
Q1 		$717K Sell
7,240
-1,311
-15% -$124K 0.59% 43
2021
Q4 		$736K Buy
+8,551
New +$745K 0.61% 45

Other funds holding RTX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AdviceOne Advisory Services
AdviceOne Advisory Services Glastonbury, Connecticut $168M AUM 9.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Finer Wealth Management's RTX Position: Q3 2026 in Review

Finer Wealth Management increased its RTX Corp (RTX) stake by 20% in Q3 2026, buying an estimated $367K and bringing the position to 10,862 shares worth $2.02M. The position accounts for 0.8% of the portfolio, ranked #31.

Finer Wealth Management first reported a position in RTX in Q4 2021 and has held it in 20 quarters since. 1,558 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Finer Wealth Management held 10,862 shares of RTX Corp worth $2.02M as of Q3 2026.
  • Finer Wealth Management bought 1,792 RTX Corp shares in Q3 2026, an estimated $367K.
  • RTX Corp made up 0.8% of Finer Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Finer Wealth Management first reported a position in RTX Corp in Q4 2021 and has held it in 20 quarters since.
  • 1,558 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

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