Peak Financial Management’s RTX Corp RTX Stock Holding History

Peak Financial Management’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	$1.24M	Buy	6,556 +241	+4%	+$44.2K	0.29%	38
2026 Q1	$1.22M	Sell	6,315 -9	-0.1%	-$1.79K	0.31%	38
2025 Q4	$1.16M	Buy	6,324 +8	+0.1%	+$1.39K	0.3%	39
2025 Q3	$1.06M	Buy	6,316 +8	+0.1%	+$1.24K	0.28%	39
2025 Q2	$921K	Buy	6,308 +9	+0.1%	+$1.2K	0.26%	43
2025 Q1	$834K	Buy	6,299 +8	+0.1%	+$1.01K	0.25%	43
2024 Q4	$728K	Buy	6,291 +10	+0.2%	+$1.21K	0.22%	47
2024 Q3	$761K	Buy	6,281 +10	+0.2%	+$1.14K	0.22%	46
2024 Q2	$630K	Buy	6,271 +10	+0.2%	+$1.03K	0.2%	50
2024 Q1	$611K	Buy	6,261 +11	+0.2%	+$993	0.19%	50
2023 Q4	$526K	Buy	6,250 +142	+2%	+$11.2K	0.18%	51
2023 Q3	$440K	Buy	6,108 +12	+0.2%	+$1.03K	0.16%	49
2023 Q2	$597K	Buy	6,096 +11	+0.2%	+$1.08K	0.21%	47
2023 Q1	$596K	Buy	6,085 +10	+0.2%	+$985	0.22%	42
2022 Q4	$613K	Buy	6,075 +9	+0.1%	+$847	0.24%	39
2022 Q3	$497K	Buy	6,066 +11	+0.2%	+$996	0.21%	45
2022 Q2	$582K	Buy	6,055 +130	+2%	+$12.5K	0.22%	42
2022 Q1	$587K	Buy	5,925 +8	+0.1%	+$758	0.2%	45
2021 Q4	$509K	Buy	5,917 +10	+0.2%	+$871	0.16%	46
2021 Q3	$508K	Buy	5,907 +9	+0.2%	+$770	0.17%	45
2021 Q2	$503K	Buy	5,898 +9	+0.2%	+$757	0.17%	44
2021 Q1	$455K	Buy	5,889 +10	+0.2%	+$730	0.16%	44
2020 Q4	$420K	Buy	5,879 +10	+0.2%	+$657	0.16%	45
2020 Q3	$338K	Buy	5,869 +13	+0.2%	+$791	0.15%	46
2020 Q2	$361K	Buy	+5,856	New	+$365K	0.17%	41

Other funds holding RTX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAS

AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Peak Financial Management's RTX Position: Q2 2026 in Review

Peak Financial Management increased its RTX Corp (RTX) stake by 3.8% in Q2 2026, buying an estimated $44.2K and bringing the position to 6,556 shares worth $1.24M. The position accounts for 0.29% of the portfolio, ranked #38.

Peak Financial Management first reported a position in RTX in Q2 2020 and has held it in 25 quarters since. 919 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Peak Financial Management held 6,556 shares of RTX Corp worth $1.24M as of Q2 2026.
Peak Financial Management bought 241 RTX Corp shares in Q2 2026, an estimated $44.2K.
RTX Corp made up 0.29% of Peak Financial Management's portfolio in Q2 2026, its #38 holding.
Peak Financial Management first reported a position in RTX Corp in Q2 2020 and has held it in 25 quarters since.
919 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.