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Summit Wealth Group (Colorado)’s RTX Corp RTX Stock Holding History

Summit Wealth Group (Colorado)’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 		$614K Buy
3,234
+795
+33% +$146K 0.05% 188
2026
Q1 		$470K Buy
2,439
+1,180
+94% +$235K 0.05% 188
2025
Q4 		$231K Buy
+1,259
New +$219K 0.03% 248

Other funds holding RTX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
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

Summit Wealth Group (Colorado)'s RTX Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its RTX Corp (RTX) stake by 33% in Q2 2026, buying an estimated $146K and bringing the position to 3,234 shares worth $614K. The position accounts for 0.05% of the portfolio, ranked #188.

Summit Wealth Group (Colorado) first reported a position in RTX in Q4 2025 and has held it in 3 quarters since. 1,684 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,234 shares of RTX Corp worth $614K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 795 RTX Corp shares in Q2 2026, an estimated $146K.
  • RTX Corp made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #188 holding.
  • Summit Wealth Group (Colorado) first reported a position in RTX Corp in Q4 2025 and has held it in 3 quarters since.
  • 1,684 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.