Intergy Private Wealth
RTX icon

Intergy Private Wealth’s RTX Corp RTX Stock Holding History

Intergy Private Wealth’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 		$217K Sell
1,167
-68
-6% -$13.9K 0.05% 130
2026
Q2 		$234K Buy
+1,235
New +$226K 0.05% 124

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AdviceOne Advisory Services
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Wealth Enhancement Advisory Services
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Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Intergy Private Wealth's RTX Position: Q3 2026 in Review

Intergy Private Wealth reduced its RTX Corp (RTX) stake by 5.5% in Q3 2026, selling an estimated $13.9K and leaving 1,167 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #130.

Intergy Private Wealth first reported a position in RTX in Q2 2026 and has held it in 2 quarters since. The position peaked at $234K in Q2 2026. 1,037 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Intergy Private Wealth held 1,167 shares of RTX Corp worth $217K as of Q3 2026.
  • Intergy Private Wealth sold 68 RTX Corp shares in Q3 2026, an estimated $13.9K.
  • RTX Corp made up 0.05% of Intergy Private Wealth's portfolio in Q3 2026, its #130 holding.
  • Intergy Private Wealth first reported a position in RTX Corp in Q2 2026 and has held it in 2 quarters since.
  • Intergy Private Wealth's RTX Corp position peaked at $234K in Q2 2026.
  • 1,037 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.