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Summit Wealth Partners’s RTX Corp RTX Stock Holding History

Summit Wealth Partners’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 		$289K Buy
1,524
+324
+27% +$59.4K 0.04% 236
2026
Q1 		$231K Buy
+1,200
New +$239K 0.04% 249

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

Summit Wealth Partners's RTX Position: Q2 2026 in Review

Summit Wealth Partners increased its RTX Corp (RTX) stake by 27% in Q2 2026, buying an estimated $59.4K and bringing the position to 1,524 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #236.

Summit Wealth Partners first reported a position in RTX in Q1 2026 and has held it in 2 quarters since. 3,427 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Summit Wealth Partners held 1,524 shares of RTX Corp worth $289K as of Q2 2026.
  • Summit Wealth Partners bought 324 RTX Corp shares in Q2 2026, an estimated $59.4K.
  • RTX Corp made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #236 holding.
  • Summit Wealth Partners first reported a position in RTX Corp in Q1 2026 and has held it in 2 quarters since.
  • 3,427 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.