Summit Wealth Group (Colorado)
RTX icon

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
Q3 		$608K Buy
3,276
+42
+1% +$8.6K 0.04% 234
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 Sell
1,259
-19,487
-94% -$3.39M 0.03% 248
2025
Q3 		$1.49M Buy
+20,746
New +$3.22M 0.16% 113

Other funds holding RTX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Summit Wealth Group (Colorado)'s RTX Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its RTX Corp (RTX) stake by 1.3% in Q3 2026, buying an estimated $8.6K and bringing the position to 3,276 shares worth $608K. The position accounts for 0.04% of the portfolio, ranked #234.

Summit Wealth Group (Colorado) first reported a position in RTX in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.49M in Q3 2025. 3,061 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Summit Wealth Group (Colorado) held 3,276 shares of RTX Corp worth $608K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 42 RTX Corp shares in Q3 2026, an estimated $8.6K.
  • RTX Corp made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #234 holding.
  • Summit Wealth Group (Colorado) first reported a position in RTX Corp in Q3 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s RTX Corp position peaked at $1.49M in Q3 2025.
  • 3,061 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.