Apella Capital
RTX icon

Apella Capital’s RTX Corp RTX Stock Holding History

Apella Capital’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 		$3.41M Buy
18,931
+2,264
+14% +$463K 0.04% 221
2026
Q2 		$3.35M Buy
16,667
+146
+0.9% +$26.8K 0.05% 210
2026
Q1 		$3.25M Buy
16,521
+5,456
+49% +$1.08M 0.05% 209
2025
Q4 		$2.03M Buy
11,065
+4,175
+61% +$725K 0.04% 201
2025
Q3 		$1.08M Buy
6,890
+581
+9% +$90.2K 0.02% 246
2025
Q2 		$921K Buy
6,309
+1,334
+27% +$178K 0.03% 228
2025
Q1 		$639K Buy
4,975
+2,625
+112% +$333K 0.02% 236
2024
Q4 		$272K Sell
2,350
-18
-0.8% -$2.18K 0.01% 297
2024
Q3 		$294K Sell
2,368
-9
-0.4% -$1.03K 0.01% 275
2024
Q2 		$240K Buy
2,377
+206
+9% +$21.3K 0.01% 283
2024
Q1 		$221K Sell
2,171
-193
-8% -$17.4K 0.01% 278
2023
Q4 		$202K Sell
2,364
-983
-29% -$77.8K 0.01% 281
2023
Q3 		$241K Sell
3,347
-426
-11% -$36.5K 0.02% 237
2023
Q2 		$370K Buy
+3,773
New +$369K 0.03% 191
2022
Q4 		$288K Sell
2,857
-42
-1% -$3.95K 0.03% 200
2022
Q3 		$237K Buy
2,899
+173
+6% +$15.7K 0.03% 193
2022
Q2 		$262K Sell
2,726
-11,527
-81% -$1.11M 0.03% 191
2022
Q1 		$1.41M Buy
14,253
+431
+3% +$40.8K 0.2% 73
2021
Q4 		$1.19M Hold
13,822
– – 0.15% 81
2021
Q3 		$1.19M Sell
13,822
-1,049
-7% -$89.7K 0.17% 87
2021
Q2 		$1.27M Sell
14,871
-11
-0.1% -$926 0.21% 79
2021
Q1 		$1.15M Sell
14,882
-1,049
-7% -$76.6K 0.36% 54
2020
Q4 		$1.14M Sell
15,931
-305
-2% -$20K 0.4% 56
2020
Q3 		$934K Sell
16,236
-1,605
-9% -$97.7K 0.38% 58
2020
Q2 		$1.1M Buy
17,841
+11,434
+178% +$714K 0.51% 48
2020
Q1 		$380K Buy
+6,407
New +$542K 0.22% 77

Other funds holding RTX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Apella Capital's RTX Position: Q3 2026 in Review

Apella Capital increased its RTX Corp (RTX) stake by 14% in Q3 2026, buying an estimated $463K and bringing the position to 18,931 shares worth $3.41M. The position accounts for 0.04% of the portfolio, ranked #221.

Apella Capital first reported a position in RTX in Q1 2020 and has held it in 26 quarters since. 2,379 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Apella Capital held 18,931 shares of RTX Corp worth $3.41M as of Q3 2026.
  • Apella Capital bought 2,264 RTX Corp shares in Q3 2026, an estimated $463K.
  • RTX Corp made up 0.04% of Apella Capital's portfolio in Q3 2026, its #221 holding.
  • Apella Capital first reported a position in RTX Corp in Q1 2020 and has held it in 26 quarters since.
  • 2,379 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.