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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
Q1 		– Sell
-2,000
Closed -$231K – 2051
2024
Q4 		$231K Hold
2,000
– – ﹤0.01% 1724
2024
Q3 		$242K Buy
+2,000
New +$228K ﹤0.01% 1651

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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. 2,985 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.
  • 2,985 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.