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TrueWealth Advisors’s RTX Corp RTX Stock Holding History

TrueWealth Advisors’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 		$364K Buy
1,963
+4
+0.2% +$819 0.08% 181
2026
Q2 		$372K Buy
1,959
+5
+0.3% +$917 0.08% 175
2026
Q1 		$377K Buy
1,954
+4
+0.2% +$795 0.09% 172
2025
Q4 		$358K Buy
1,950
+65
+3% +$11.3K 0.09% 174
2025
Q3 		$315K Sell
1,885
-122
-6% -$18.9K 0.09% 179
2025
Q2 		$293K Buy
2,007
+70
+4% +$9.33K 0.09% 174
2025
Q1 		$257K Sell
1,937
-17
-0.9% -$2.15K 0.08% 186
2024
Q4 		$226K Buy
1,954
+6
+0.3% +$725 0.08% 203
2024
Q3 		$236K Sell
1,948
-53
-3% -$6.04K 0.08% 197
2024
Q2 		$201K Buy
+2,001
New +$207K 0.07% 217
2023
Q1 		– Sell
-2,001
Closed -$202K – 196
2022
Q4 		$202K Buy
+2,001
New +$188K 0.09% 175
2022
Q3 		– Sell
-2,188
Closed -$210K – 175
2022
Q2 		$210K Buy
+2,188
New +$210K 0.1% 158

Other funds holding RTX

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

TrueWealth Advisors's RTX Position: Q3 2026 in Review

TrueWealth Advisors increased its RTX Corp (RTX) stake by 0.2% in Q3 2026, buying an estimated $819 and bringing the position to 1,963 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #181.

TrueWealth Advisors first reported a position in RTX in Q2 2022 and has held it in 12 quarters since. The position peaked at $377K in Q1 2026. 187 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • TrueWealth Advisors held 1,963 shares of RTX Corp worth $364K as of Q3 2026.
  • TrueWealth Advisors bought 4 RTX Corp shares in Q3 2026, an estimated $819.
  • RTX Corp made up 0.08% of TrueWealth Advisors's portfolio in Q3 2026, its #181 holding.
  • TrueWealth Advisors first reported a position in RTX Corp in Q2 2022 and has held it in 12 quarters since.
  • TrueWealth Advisors's RTX Corp position peaked at $377K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.