GoalVest Advisory
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GoalVest Advisory’s RTX Corp RTX Stock Holding History

GoalVest Advisory’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 		$93.8K Buy
20,141
+19,753
+5,091% +$4.04M 0.02% 169
2026
Q2 		$73.6K Sell
388
-1,095
-74% -$201K 0.01% 180
2026
Q1 		$286K Buy
1,483
+75
+5% +$14.9K 0.06% 125
2025
Q4 		$258K Buy
1,408
+262
+23% +$45.5K 0.05% 130
2025
Q3 		$192K Hold
1,146
– – 0.04% 133
2025
Q2 		$167K Sell
1,146
-3
-0.3% -$400 0.04% 137
2025
Q1 		$152K Buy
1,149
+603
+110% +$76.5K 0.04% 134
2024
Q4 		$63.2K Hold
546
– – 0.02% 173
2024
Q3 		$66.2K Hold
546
– – 0.02% 166
2024
Q2 		$54.8K Sell
546
-33
-6% -$3.41K 0.02% 169
2024
Q1 		$56.5K Buy
579
+457
+375% +$41.3K 0.02% 185
2023
Q4 		$10.3K Sell
122
-1,503
-92% -$119K ﹤0.01% 254
2023
Q3 		$117K Buy
1,625
+363
+29% +$31.1K 0.06% 95
2023
Q2 		$124K Buy
1,262
+1,178
+1,402% +$115K 0.06% 87
2023
Q1 		$8.23K Sell
84
-207
-71% -$20.4K ﹤0.01% 191
2022
Q4 		$29.4K Buy
291
+200
+220% +$18.8K 0.02% 141
2022
Q3 		$7K Sell
91
-5,642
-98% -$511K ﹤0.01% 200
2022
Q2 		$533K Buy
5,733
+1,155
+25% +$111K 0.34% 88
2022
Q1 		$454K Buy
+4,578
New +$434K 0.26% 90
2021
Q2 		$354K Buy
4,152
+1,799
+76% +$151K 0.22% 100
2021
Q1 		$182K Buy
2,353
+210
+10% +$15.3K 0.14% 105
2020
Q4 		$153K Buy
+2,143
New +$141K 0.13% 93

Other funds holding RTX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

GoalVest Advisory's RTX Position: Q3 2026 in Review

GoalVest Advisory increased its RTX Corp (RTX) stake by 5,091% in Q3 2026, buying an estimated $4.04M and bringing the position to 20,141 shares worth $93.8K. The position accounts for 0.02% of the portfolio, ranked #169.

GoalVest Advisory first reported a position in RTX in Q4 2020 and has held it in 22 quarters since. The position peaked at $533K in Q2 2022. 3,061 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • GoalVest Advisory held 20,141 shares of RTX Corp worth $93.8K as of Q3 2026.
  • GoalVest Advisory bought 19,753 RTX Corp shares in Q3 2026, an estimated $4.04M.
  • RTX Corp made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #169 holding.
  • GoalVest Advisory first reported a position in RTX Corp in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's RTX Corp position peaked at $533K in Q2 2022.
  • 3,061 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.