Roberts Wealth Advisors
RTX icon

Roberts Wealth Advisors’s RTX Corp RTX Stock Holding History

Roberts 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
Q3 		$2.52M Buy
13,570
+270
+2% +$55.3K 0.57% 50
2026
Q2 		$2.52M Buy
13,300
+475
+4% +$87.1K 0.57% 50
2026
Q1 		$2.47M Buy
12,825
+368
+3% +$73.2K 0.63% 48
2025
Q4 		$2.28M Buy
+12,457
New +$2.16M 0.6% 47

Other funds holding RTX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AdviceOne Advisory Services
AdviceOne Advisory Services Glastonbury, Connecticut $168M AUM 9.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Roberts Wealth Advisors's RTX Position: Q3 2026 in Review

Roberts Wealth Advisors increased its RTX Corp (RTX) stake by 2% in Q3 2026, buying an estimated $55.3K and bringing the position to 13,570 shares worth $2.52M. The position accounts for 0.57% of the portfolio, ranked #50.

Roberts Wealth Advisors first reported a position in RTX in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.52M in Q2 2026. 1,415 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Roberts Wealth Advisors held 13,570 shares of RTX Corp worth $2.52M as of Q3 2026.
  • Roberts Wealth Advisors bought 270 RTX Corp shares in Q3 2026, an estimated $55.3K.
  • RTX Corp made up 0.57% of Roberts Wealth Advisors's portfolio in Q3 2026, its #50 holding.
  • Roberts Wealth Advisors first reported a position in RTX Corp in Q4 2025 and has held it in 4 quarters since.
  • Roberts Wealth Advisors's RTX Corp position peaked at $2.52M in Q2 2026.
  • 1,415 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.