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SOA Wealth Advisors’s RTX Corp RTX Stock Holding History

SOA 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 		$23.3K Hold
123
– – ﹤0.01% 499
2026
Q1 		$23.7K Sell
123
-70
-36% -$13.9K ﹤0.01% 473
2025
Q4 		$35.3K Buy
193
+1
+0.5% +$174 0.01% 420
2025
Q3 		$32.2K Buy
192
+70
+57% +$10.9K 0.01% 440
2025
Q2 		$17.8K Hold
122
– – ﹤0.01% 521
2025
Q1 		$16.2K Hold
122
– – ﹤0.01% 506
2024
Q4 		$14.1K Buy
122
+33
+37% +$3.99K ﹤0.01% 505
2024
Q3 		$10.7K Hold
89
– – ﹤0.01% 532
2024
Q2 		$8.89K Hold
89
– – ﹤0.01% 551
2024
Q1 		$8.63K Buy
89
+1
+1% +$90 ﹤0.01% 557
2023
Q4 		$7.44K Sell
88
-160
-65% -$12.7K ﹤0.01% 560
2023
Q3 		$17.9K Sell
248
-32
-11% -$2.74K ﹤0.01% 439
2023
Q2 		$27.5K Hold
280
– – 0.01% 375
2023
Q1 		$27.4K Hold
280
– – 0.01% 368
2022
Q4 		$28.3K Sell
280
-13
-4% -$1.22K 0.01% 351
2022
Q3 		$24K Sell
293
-14
-5% -$1.27K 0.01% 358
2022
Q2 		$29K Sell
307
-180
-37% -$17.3K 0.01% 329
2022
Q1 		$48K Hold
487
– – 0.01% 318
2021
Q4 		$41K Hold
487
– – 0.01% 325
2021
Q3 		$41K Buy
487
+26
+6% +$2.22K 0.01% 331
2021
Q2 		$39K Buy
461
+19
+4% +$1.6K 0.01% 344
2021
Q1 		$34K Sell
442
-18
-4% -$1.31K 0.01% 318
2020
Q4 		$33K Buy
+460
New +$30.2K 0.01% 316

Other funds holding RTX

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

SOA Wealth Advisors held its RTX Corp (RTX) position steady in Q2 2026 at 123 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

SOA Wealth Advisors first reported a position in RTX in Q4 2020 and has held it in 23 quarters since. The position peaked at $48K in Q1 2022. 897 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • SOA Wealth Advisors held 123 shares of RTX Corp worth $23.3K as of Q2 2026.
  • SOA Wealth Advisors left its RTX Corp share count unchanged in Q2 2026.
  • RTX Corp made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #499 holding.
  • SOA Wealth Advisors first reported a position in RTX Corp in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's RTX Corp position peaked at $48K in Q1 2022.
  • 897 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.