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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GoalVest Advisory's RTX Position: Q2 2026 in Review

GoalVest Advisory reduced its RTX Corp (RTX) stake by 74% in Q2 2026, selling an estimated $201K and leaving 388 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #180.

GoalVest Advisory first reported a position in RTX in Q4 2020 and has held it in 21 quarters since. The position peaked at $533K in Q2 2022. 636 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • GoalVest Advisory held 388 shares of RTX Corp worth $73.6K as of Q2 2026.
  • GoalVest Advisory sold 1,095 RTX Corp shares in Q2 2026, an estimated $201K.
  • RTX Corp made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #180 holding.
  • GoalVest Advisory first reported a position in RTX Corp in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's RTX Corp position peaked at $533K in Q2 2022.
  • 636 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.