Atria Wealth Solutions’s RTX Corp RTX Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$4.09M	Sell	28,019 -50,172	-64%	-$6.69M	0.09%	250
2025 Q1	$10.4M	Sell	78,191 -16,669	-18%	-$2.11M	0.12%	174
2024 Q4	$11M	Sell	94,860 -5,462	-5%	-$660K	0.12%	175
2024 Q3	$12.2M	Sell	100,322 -5,431	-5%	-$619K	0.13%	167
2024 Q2	$10.6M	Sell	105,753 -8,668	-8%	-$896K	0.12%	181
2024 Q1	$11.2M	Buy	114,421 +1,157	+1%	+$104K	0.13%	176
2023 Q4	$9.53M	Buy	113,264 +8,816	+8%	+$698K	0.12%	174
2023 Q3	$7.52M	Buy	104,448 +7,054	+7%	+$604K	0.11%	198
2023 Q2	$9.54M	Buy	97,394 +4,733	+5%	+$463K	0.13%	160
2023 Q1	$9.07M	Buy	92,661 +2,501	+3%	+$246K	0.13%	156
2022 Q4	$9.1M	Buy	90,160 +1,240	+1%	+$117K	0.15%	152
2022 Q3	$7.28M	Sell	88,920 -2,527	-3%	-$229K	0.13%	170
2022 Q2	$8.79M	Buy	91,447 +28,579	+45%	+$2.75M	0.16%	135
2022 Q1	$6.23M	Buy	+62,868	New	+$5.96M	0.1%	211

Other funds holding RTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's RTX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its RTX Corp (RTX) stake by 64% in Q2 2025, selling an estimated $6.69M and leaving 28,019 shares worth $4.09M. The position accounts for 0.09% of the portfolio, ranked #250.

Atria Wealth Solutions first reported a position in RTX in Q1 2022 and has held it in 14 quarters since. The position peaked at $12.2M in Q3 2024. 2,990 funds tracked by Wall St. Rank hold RTX as of Q2 2025.

Atria Wealth Solutions held 28,019 shares of RTX Corp worth $4.09M as of Q2 2025.
Atria Wealth Solutions sold 50,172 RTX Corp shares in Q2 2025, an estimated $6.69M.
RTX Corp made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #250 holding.
Atria Wealth Solutions first reported a position in RTX Corp in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's RTX Corp position peaked at $12.2M in Q3 2024.
2,990 funds tracked by Wall St. Rank held RTX Corp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.