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Goldstein Advisors’s RTX Corp RTX Stock Holding History

Goldstein 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 		$477K Buy
2,514
+312
+14% +$57.2K 0.04% 137
2026
Q1 		$425K Buy
2,202
+80
+4% +$15.9K 0.05% 116
2025
Q4 		$389K Sell
2,122
-277
-12% -$48.1K 0.04% 117
2025
Q3 		$401K Buy
2,399
+87
+4% +$13.5K 0.05% 111
2025
Q2 		$338K Sell
2,312
-4,885
-68% -$651K 0.05% 120
2025
Q1 		$953K Buy
7,197
+57
+0.8% +$7.23K 0.14% 59
2024
Q4 		$826K Sell
7,140
-55
-0.8% -$6.64K 0.12% 66
2024
Q3 		$872K Sell
7,195
-685
-9% -$78.1K 0.13% 61
2024
Q2 		$791K Buy
7,880
+136
+2% +$14.1K 0.13% 60
2024
Q1 		$755K Sell
7,744
-642
-8% -$58K 0.13% 59
2023
Q4 		$706K Buy
8,386
+377
+5% +$29.8K 0.12% 85
2023
Q3 		$576K Buy
8,009
+96
+1% +$8.22K 0.12% 66
2023
Q2 		$775K Sell
7,913
-31
-0.4% -$3.04K 0.16% 57
2023
Q1 		$778K Sell
7,944
-338
-4% -$33.3K 0.17% 55
2022
Q4 		$836K Buy
+8,282
New +$779K 0.2% 52

Other funds holding RTX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Goldstein Advisors's RTX Position: Q2 2026 in Review

Goldstein Advisors increased its RTX Corp (RTX) stake by 14% in Q2 2026, buying an estimated $57.2K and bringing the position to 2,514 shares worth $477K. The position accounts for 0.04% of the portfolio, ranked #137.

Goldstein Advisors first reported a position in RTX in Q4 2022 and has held it in 15 quarters since. The position peaked at $953K in Q1 2025. 1,995 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Goldstein Advisors held 2,514 shares of RTX Corp worth $477K as of Q2 2026.
  • Goldstein Advisors bought 312 RTX Corp shares in Q2 2026, an estimated $57.2K.
  • RTX Corp made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #137 holding.
  • Goldstein Advisors first reported a position in RTX Corp in Q4 2022 and has held it in 15 quarters since.
  • Goldstein Advisors's RTX Corp position peaked at $953K in Q1 2025.
  • 1,995 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.