Schneider Downs Wealth Management Advisors’s RTX Corp RTX Stock Holding History

Schneider Downs Wealth Management 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	$579K	Sell	3,054 -247	-7%	-$45.3K	0.05%	100
2026 Q1	$637K	Buy	3,301 +158	+5%	+$31.4K	0.07%	84
2025 Q4	$576K	Buy	3,143 +670	+27%	+$116K	0.07%	89
2025 Q3	$414K	Hold	2,473	–	–	0.05%	108
2025 Q2	$361K	Sell	2,473 -165	-6%	-$22K	0.05%	109
2025 Q1	$349K	Hold	2,638	–	–	0.06%	105
2024 Q4	$305K	Hold	2,638	–	–	0.06%	111
2024 Q3	$320K	Hold	2,638	–	–	0.07%	108
2024 Q2	$265K	Sell	2,638 -123	-4%	-$12.7K	0.06%	110
2024 Q1	$269K	Buy	+2,761	New	+$249K	0.06%	109
2022 Q3	–	Sell	-3,081	Closed	-$296K	–	142
2022 Q2	$296K	Sell	3,081 -66	-2%	-$6.34K	0.08%	99
2022 Q1	$312K	Sell	3,147 -816	-21%	-$77.3K	0.08%	103
2021 Q4	$341K	Sell	3,963 -49	-1%	-$4.27K	0.08%	106
2021 Q3	$345K	Buy	4,012 +669	+20%	+$57.2K	0.09%	94
2021 Q2	$285K	Buy	3,343 +43	+1%	+$3.62K	0.07%	106
2021 Q1	$255K	Buy	+3,300	New	+$241K	0.06%	112

Other funds holding RTX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's RTX Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its RTX Corp (RTX) stake by 7.5% in Q2 2026, selling an estimated $45.3K and leaving 3,054 shares worth $579K. The position accounts for 0.05% of the portfolio, ranked #100.

Schneider Downs Wealth Management Advisors first reported a position in RTX in Q1 2021 and has held it in 16 quarters since. The position peaked at $637K in Q1 2026. 2,170 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Schneider Downs Wealth Management Advisors held 3,054 shares of RTX Corp worth $579K as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 247 RTX Corp shares in Q2 2026, an estimated $45.3K.
RTX Corp made up 0.05% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #100 holding.
Schneider Downs Wealth Management Advisors first reported a position in RTX Corp in Q1 2021 and has held it in 16 quarters since.
Schneider Downs Wealth Management Advisors's RTX Corp position peaked at $637K in Q1 2026.
2,170 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.