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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
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

TrueWealth Advisors's RTX Position: Q2 2026 in Review

TrueWealth Advisors increased its RTX Corp (RTX) stake by 0.26% in Q2 2026, buying an estimated $917 and bringing the position to 1,959 shares worth $372K. The position accounts for 0.08% of the portfolio, ranked #175.

TrueWealth Advisors first reported a position in RTX in Q2 2022 and has held it in 11 quarters since. The position peaked at $377K in Q1 2026. 1,684 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • TrueWealth Advisors held 1,959 shares of RTX Corp worth $372K as of Q2 2026.
  • TrueWealth Advisors bought 5 RTX Corp shares in Q2 2026, an estimated $917.
  • RTX Corp made up 0.08% of TrueWealth Advisors's portfolio in Q2 2026, its #175 holding.
  • TrueWealth Advisors first reported a position in RTX Corp in Q2 2022 and has held it in 11 quarters since.
  • TrueWealth Advisors's RTX Corp position peaked at $377K in Q1 2026.
  • 1,684 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.