TWD
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True Wealth Design’s RTX Corp RTX Stock Holding History

True Wealth Design’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 		$138K Buy
728
+111
+18% +$20.4K 0.03% 177
2026
Q1 		$119K Sell
617
-72
-10% -$14.3K 0.03% 173
2025
Q4 		$126K Buy
689
+35
+5% +$6.08K 0.04% 140
2025
Q3 		$109K Buy
654
+122
+23% +$18.9K 0.03% 144
2025
Q2 		$77.7K Buy
532
+7
+1% +$933 0.03% 141
2025
Q1 		$69.5K Buy
525
+124
+31% +$15.7K 0.03% 143
2024
Q4 		$46.4K Buy
401
+14
+4% +$1.69K 0.02% 180
2024
Q3 		$46.9K Sell
387
-211
-35% -$24.1K 0.02% 152
2024
Q2 		$60K Hold
598
– – 0.01% 154
2024
Q1 		$58.3K Buy
598
+117
+24% +$10.6K 0.01% 156
2023
Q4 		$40.5K Buy
481
+425
+759% +$33.6K 0.01% 165
2023
Q3 		$4.03K Hold
56
– – ﹤0.01% 238
2023
Q2 		$5.49K Sell
56
-137
-71% -$13.4K ﹤0.01% 241
2023
Q1 		$18.9K Sell
193
-270
-58% -$26.6K 0.01% 202
2022
Q4 		$46.7K Buy
+463
New +$43.5K 0.02% 151

Other funds holding RTX

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

True Wealth Design's RTX Position: Q2 2026 in Review

True Wealth Design increased its RTX Corp (RTX) stake by 18% in Q2 2026, buying an estimated $20.4K and bringing the position to 728 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #177.

True Wealth Design first reported a position in RTX in Q4 2022 and has held it in 15 quarters since. 731 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • True Wealth Design held 728 shares of RTX Corp worth $138K as of Q2 2026.
  • True Wealth Design bought 111 RTX Corp shares in Q2 2026, an estimated $20.4K.
  • RTX Corp made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #177 holding.
  • True Wealth Design first reported a position in RTX Corp in Q4 2022 and has held it in 15 quarters since.
  • 731 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.