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Souders Financial Advisors’s RTX Corp RTX Stock Holding History

Souders Financial 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 		$3.8M Sell
20,023
-3,148
-14% -$577K 0.38% 46
2026
Q1 		$4.47M Sell
23,171
-1,801
-7% -$358K 0.51% 44
2025
Q4 		$4.58M Buy
24,972
+132
+0.5% +$22.9K 0.52% 43
2025
Q3 		$4.16M Sell
24,840
-1,540
-6% -$239K 0.49% 44
2025
Q2 		$3.85M Buy
26,380
+994
+4% +$132K 0.49% 42
2025
Q1 		$3.36M Sell
25,386
-7,362
-22% -$933K 0.47% 45
2024
Q4 		$3.79M Sell
32,748
-4,261
-12% -$515K 0.53% 46
2024
Q3 		$4.48M Sell
37,009
-175
-0.5% -$20K 0.62% 44
2024
Q2 		$3.73M Buy
37,184
+537
+1% +$55.5K 0.56% 47
2024
Q1 		$3.57M Buy
36,647
+2,453
+7% +$221K 0.56% 50
2023
Q4 		$2.88M Buy
34,194
+169
+0.5% +$13.4K 0.49% 62
2023
Q3 		$2.45M Buy
34,025
+3,262
+11% +$279K 0.47% 64
2023
Q2 		$3.01M Sell
30,763
-1,634
-5% -$160K 0.58% 54
2023
Q1 		$3.17M Buy
32,397
+852
+3% +$83.9K 0.67% 46
2022
Q4 		$3.18M Buy
31,545
+1,042
+3% +$98K 0.73% 40
2022
Q3 		$2.5M Buy
+30,503
New +$2.76M 0.68% 47
2020
Q2 		– Sell
-6,810
Closed -$404K – 104
2020
Q1 		$404K Buy
+6,810
New +$576K 0.36% 63

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

Souders Financial Advisors's RTX Position: Q2 2026 in Review

Souders Financial Advisors reduced its RTX Corp (RTX) stake by 14% in Q2 2026, selling an estimated $577K and leaving 20,023 shares worth $3.8M. The position accounts for 0.38% of the portfolio, ranked #46.

Souders Financial Advisors first reported a position in RTX in Q1 2020 and has held it in 17 quarters since. The position peaked at $4.58M in Q4 2025. 3,429 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Souders Financial Advisors held 20,023 shares of RTX Corp worth $3.8M as of Q2 2026.
  • Souders Financial Advisors sold 3,148 RTX Corp shares in Q2 2026, an estimated $577K.
  • RTX Corp made up 0.38% of Souders Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Souders Financial Advisors first reported a position in RTX Corp in Q1 2020 and has held it in 17 quarters since.
  • Souders Financial Advisors's RTX Corp position peaked at $4.58M in Q4 2025.
  • 3,429 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.