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Synergy Investment Management’s RTX Corp RTX Stock Holding History

Synergy Investment Management’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 		$35.8K Buy
175
+54
+45% +$9.9K 0.01% 431
2026
Q1 		$23.3K Buy
+121
New +$24.1K 0.01% 377
2025
Q2 		– Sell
-75
Closed -$9.94K – 460
2025
Q1 		$9.94K Hold
75
– – ﹤0.01% 386
2024
Q4 		$8.68K Buy
+75
New +$9.06K ﹤0.01% 403

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

Synergy Investment Management's RTX Position: Q2 2026 in Review

Synergy Investment Management increased its RTX Corp (RTX) stake by 45% in Q2 2026, buying an estimated $9.9K and bringing the position to 175 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #431.

Synergy Investment Management first reported a position in RTX in Q4 2024 and has held it in 4 quarters since. 3,424 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Synergy Investment Management held 175 shares of RTX Corp worth $35.8K as of Q2 2026.
  • Synergy Investment Management bought 54 RTX Corp shares in Q2 2026, an estimated $9.9K.
  • RTX Corp made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #431 holding.
  • Synergy Investment Management first reported a position in RTX Corp in Q4 2024 and has held it in 4 quarters since.
  • 3,424 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.