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Physician Wealth Advisors’s RTX Corp RTX Stock Holding History

Physician 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 		$199K Buy
1,049
+33
+3% +$6.05K 0.02% 216
2026
Q1 		$196K Buy
1,016
+25
+3% +$4.97K 0.03% 197
2025
Q4 		$182K Sell
991
-1,625
-62% -$282K 0.03% 209
2025
Q3 		$438K Buy
2,616
+269
+11% +$41.8K 0.06% 117
2025
Q2 		$343K Buy
2,347
+93
+4% +$12.4K 0.05% 130
2025
Q1 		$299K Buy
2,254
+9
+0.4% +$1.14K 0.05% 136
2024
Q4 		$260K Hold
2,245
– – 0.04% 150
2024
Q3 		$281K Sell
2,245
-457
-17% -$52.1K 0.05% 143
2024
Q2 		$280K Hold
2,702
– – 0.05% 131
2024
Q1 		$272K Sell
2,702
-74
-3% -$6.68K 0.06% 129
2023
Q4 		$236K Buy
+2,776
New +$220K 0.05% 142
2023
Q3 		– Sell
-2,598
Closed -$256K – 153
2023
Q2 		$256K Hold
2,598
– – 0.06% 131
2023
Q1 		$270K Sell
2,598
-54
-2% -$5.32K 0.07% 122
2022
Q4 		$264K Hold
2,652
– – 0.07% 124
2022
Q3 		$226K Hold
2,652
– – 0.07% 132
2022
Q2 		$247K Buy
2,652
+29
+1% +$2.79K 0.07% 129
2022
Q1 		$256K Hold
2,623
– – 0.07% 134
2021
Q4 		$237K Hold
2,623
– – 0.06% 143
2021
Q3 		$238K Hold
2,623
– – 0.07% 140
2021
Q2 		$225K Sell
2,623
-16
-0.6% -$1.35K 0.06% 139
2021
Q1 		$206K Buy
+2,639
New +$193K 0.07% 138
2020
Q1 		– Sell
-4,190
Closed -$401K – 117
2019
Q4 		$401K Sell
4,190
-56
-1% -$5.08K 0.18% 67
2019
Q3 		$394K Buy
+4,246
New +$353K 0.19% 66

Other funds holding RTX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
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

Physician Wealth Advisors's RTX Position: Q2 2026 in Review

Physician Wealth Advisors increased its RTX Corp (RTX) stake by 3.2% in Q2 2026, buying an estimated $6.05K and bringing the position to 1,049 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #216.

Physician Wealth Advisors first reported a position in RTX in Q3 2019 and has held it in 23 quarters since. The position peaked at $438K in Q3 2025. 1,686 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Physician Wealth Advisors held 1,049 shares of RTX Corp worth $199K as of Q2 2026.
  • Physician Wealth Advisors bought 33 RTX Corp shares in Q2 2026, an estimated $6.05K.
  • RTX Corp made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #216 holding.
  • Physician Wealth Advisors first reported a position in RTX Corp in Q3 2019 and has held it in 23 quarters since.
  • Physician Wealth Advisors's RTX Corp position peaked at $438K in Q3 2025.
  • 1,686 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.