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Monument Group Wealth Advisors’s RTX Corp RTX Stock Holding History

Monument Group 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
Q2 		$352K Buy
2,738
+1,286
+89% +$236K 0.17% 30
2026
Q1 		$280K Sell
1,452
-375
-21% -$74.6K 0.16% 30
2025
Q4 		$335K Buy
1,827
+45
+3% +$7.82K 0.18% 32
2025
Q3 		$298K Hold
1,782
– – 0.18% 32
2025
Q2 		$260K Buy
1,782
+49
+3% +$6.53K 0.16% 44
2025
Q1 		$230K Hold
1,733
– – 0.16% 46
2024
Q4 		$201K Sell
1,733
-19
-1% -$2.29K 0.14% 49
2024
Q3 		$212K Buy
+1,752
New +$200K 0.13% 49

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

Monument Group Wealth Advisors's RTX Position: Q2 2026 in Review

Monument Group Wealth Advisors increased its RTX Corp (RTX) stake by 89% in Q2 2026, buying an estimated $236K and bringing the position to 2,738 shares worth $352K. The position accounts for 0.17% of the portfolio, ranked #30.

Monument Group Wealth Advisors first reported a position in RTX in Q3 2024 and has held it in 8 quarters since. 3,428 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Monument Group Wealth Advisors held 2,738 shares of RTX Corp worth $352K as of Q2 2026.
  • Monument Group Wealth Advisors bought 1,286 RTX Corp shares in Q2 2026, an estimated $236K.
  • RTX Corp made up 0.17% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Monument Group Wealth Advisors first reported a position in RTX Corp in Q3 2024 and has held it in 8 quarters since.
  • 3,428 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.