IFA
RTX icon

Independence Financial Advisors’s RTX Corp RTX Stock Holding History

Independence Financial 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 		$299K Buy
1,577
+3
+0.2% +$550 0.08% 50
2026
Q1 		$304K Buy
1,574
+311
+25% +$61.8K 0.09% 45
2025
Q4 		$232K Buy
1,263
+2
+0.2% +$347 0.06% 50
2025
Q3 		$211K Buy
+1,261
New +$196K 0.06% 52

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independence Financial Advisors's RTX Position: Q2 2026 in Review

Independence Financial Advisors increased its RTX Corp (RTX) stake by 0.19% in Q2 2026, buying an estimated $550 and bringing the position to 1,577 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #50.

Independence Financial Advisors first reported a position in RTX in Q3 2025 and has held it in 4 quarters since. The position peaked at $304K in Q1 2026. 3,424 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Independence Financial Advisors held 1,577 shares of RTX Corp worth $299K as of Q2 2026.
  • Independence Financial Advisors bought 3 RTX Corp shares in Q2 2026, an estimated $550.
  • RTX Corp made up 0.08% of Independence Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Independence Financial Advisors first reported a position in RTX Corp in Q3 2025 and has held it in 4 quarters since.
  • Independence Financial Advisors's RTX Corp position peaked at $304K in Q1 2026.
  • 3,424 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.