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Sax Wealth Advisors’s RTX Corp RTX Stock Holding History

Sax 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 		$1.39M Sell
7,231
-36
-0.5% -$6.6K 0.06% 186
2026
Q1 		$1.33M Sell
7,267
-95
-1% -$18.9K 0.06% 159
2025
Q4 		$1.35M Buy
7,362
+826
+13% +$143K 0.06% 159
2025
Q3 		$1.09M Buy
6,536
+642
+11% +$99.7K 0.06% 175
2025
Q2 		$861K Buy
+5,894
New +$785K 0.05% 189
2025
Q1 		– Sell
-3,736
Closed -$432K – 383
2024
Q4 		$432K Buy
+3,736
New +$451K 0.03% 209
2024
Q3 		– Sell
-2,378
Closed -$239K – 312
2024
Q2 		$239K Buy
+2,378
New +$246K 0.02% 244

Other funds holding RTX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Sax Wealth Advisors reduced its RTX Corp (RTX) stake by 0.5% in Q2 2026, selling an estimated $6.6K and leaving 7,231 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #186.

Sax Wealth Advisors first reported a position in RTX in Q2 2024 and has held it in 7 quarters since. 2,006 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Sax Wealth Advisors held 7,231 shares of RTX Corp worth $1.39M as of Q2 2026.
  • Sax Wealth Advisors sold 36 RTX Corp shares in Q2 2026, an estimated $6.6K.
  • RTX Corp made up 0.06% of Sax Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • Sax Wealth Advisors first reported a position in RTX Corp in Q2 2024 and has held it in 7 quarters since.
  • 2,006 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.