Gratus Wealth Advisors
RTX icon

Gratus Wealth Advisors’s RTX Corp RTX Stock Holding History

Gratus 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
Q3 		$215K Hold
1,160
– – 0.03% 131
2026
Q2 		$220K Sell
1,160
-29
-2% -$5.32K 0.03% 133
2026
Q1 		$229K Buy
1,189
+47
+4% +$9.34K 0.03% 134
2025
Q4 		$209K Buy
+1,142
New +$198K 0.03% 126

Other funds holding RTX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Gratus Wealth Advisors's RTX Position: Q3 2026 in Review

Gratus Wealth Advisors held its RTX Corp (RTX) position steady in Q3 2026 at 1,160 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #131.

Gratus Wealth Advisors first reported a position in RTX in Q4 2025 and has held it in 4 quarters since. The position peaked at $229K in Q1 2026. 2,768 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Gratus Wealth Advisors held 1,160 shares of RTX Corp worth $215K as of Q3 2026.
  • Gratus Wealth Advisors left its RTX Corp share count unchanged in Q3 2026.
  • RTX Corp made up 0.03% of Gratus Wealth Advisors's portfolio in Q3 2026, its #131 holding.
  • Gratus Wealth Advisors first reported a position in RTX Corp in Q4 2025 and has held it in 4 quarters since.
  • Gratus Wealth Advisors's RTX Corp position peaked at $229K in Q1 2026.
  • 2,768 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.