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Rooted Wealth Advisors’s RTX Corp RTX Stock Holding History

Rooted 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 		$504K Buy
2,659
+33
+1% +$6.05K 0.12% 94
2026
Q1 		$514K Buy
2,626
+1,392
+113% +$277K 0.14% 86
2025
Q4 		$243K Sell
1,234
-12
-1% -$2.08K 0.07% 124
2025
Q3 		$208K Sell
1,246
-137
-10% -$21.3K 0.06% 122
2025
Q2 		$203K Buy
+1,383
New +$184K 0.07% 107

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

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

Rooted Wealth Advisors increased its RTX Corp (RTX) stake by 1.3% in Q2 2026, buying an estimated $6.05K and bringing the position to 2,659 shares worth $504K. The position accounts for 0.12% of the portfolio, ranked #94.

Rooted Wealth Advisors first reported a position in RTX in Q2 2025 and has held it in 5 quarters since. The position peaked at $514K in Q1 2026. 3,442 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Rooted Wealth Advisors held 2,659 shares of RTX Corp worth $504K as of Q2 2026.
  • Rooted Wealth Advisors bought 33 RTX Corp shares in Q2 2026, an estimated $6.05K.
  • RTX Corp made up 0.12% of Rooted Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Rooted Wealth Advisors first reported a position in RTX Corp in Q2 2025 and has held it in 5 quarters since.
  • Rooted Wealth Advisors's RTX Corp position peaked at $514K in Q1 2026.
  • 3,442 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.