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Independent Financial Group’s RTX Corp RTX Stock Holding History

Independent Financial Group’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 		$4.6M Buy
24,271
+936
+4% +$172K 0.09% 226
2026
Q1 		$4.5M Buy
23,335
+3,268
+16% +$650K 0.1% 198
2025
Q4 		$3.68M Buy
20,067
+2,251
+13% +$391K 0.08% 226
2025
Q3 		$2.98M Sell
17,816
-3,061
-15% -$475K 0.07% 270
2025
Q2 		$3.05M Buy
20,877
+4,023
+24% +$536K 0.08% 237
2025
Q1 		$2.23M Sell
16,854
-197
-1% -$25K 0.08% 253
2024
Q4 		$1.97M Buy
17,051
+1,541
+10% +$186K 0.07% 300
2024
Q3 		$1.88M Buy
15,510
+1,359
+10% +$155K 0.07% 281
2024
Q2 		$1.42M Buy
14,151
+161
+1% +$16.6K 0.06% 311
2024
Q1 		$1.36M Sell
13,990
-649
-4% -$58.6K 0.06% 309
2023
Q4 		$1.23M Buy
14,639
+1,145
+8% +$90.6K 0.07% 310
2023
Q3 		$971K Buy
13,494
+5,544
+70% +$475K 0.06% 324
2023
Q2 		$779K Buy
7,950
+497
+7% +$48.7K 0.05% 373
2023
Q1 		$730K Buy
7,453
+221
+3% +$21.8K 0.06% 360
2022
Q4 		$730K Sell
7,232
-571
-7% -$53.7K 0.06% 326
2022
Q3 		$639K Buy
7,803
+651
+9% +$58.9K 0.06% 328
2022
Q2 		$687K Buy
7,152
+16
+0.2% +$1.54K 0.07% 303
2022
Q1 		$707K Sell
7,136
-357
-5% -$33.8K 0.06% 342
2021
Q4 		$645K Buy
7,493
+3,509
+88% +$306K 0.05% 352
2021
Q3 		$343K Sell
3,984
-716
-15% -$61.2K 0.04% 487
2021
Q2 		$401K Sell
4,700
-269
-5% -$22.6K 0.04% 437
2021
Q1 		$384K Sell
4,969
-851
-15% -$62.1K 0.05% 389
2020
Q4 		$416K Sell
5,820
-2,117
-27% -$139K 0.06% 342
2020
Q3 		$457K Buy
7,937
+1,177
+17% +$71.7K 0.09% 260
2020
Q2 		$417K Buy
+6,760
New +$422K 0.09% 250

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

Independent Financial Group's RTX Position: Q2 2026 in Review

Independent Financial Group increased its RTX Corp (RTX) stake by 4% in Q2 2026, buying an estimated $172K and bringing the position to 24,271 shares worth $4.6M. The position accounts for 0.09% of the portfolio, ranked #226.

Independent Financial Group first reported a position in RTX in Q2 2020 and has held it in 25 quarters since. 3,429 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Independent Financial Group held 24,271 shares of RTX Corp worth $4.6M as of Q2 2026.
  • Independent Financial Group bought 936 RTX Corp shares in Q2 2026, an estimated $172K.
  • RTX Corp made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #226 holding.
  • Independent Financial Group first reported a position in RTX Corp in Q2 2020 and has held it in 25 quarters since.
  • 3,429 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.