AWE
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Avidian Wealth Enterprises’s RTX Corp RTX Stock Holding History

Avidian Wealth Enterprises’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 		$8.02M Sell
43,222
-577
-1% -$118K 0.22% 70
2026
Q2 		$8.31M Buy
43,799
+526
+1% +$96.5K 0.23% 77
2026
Q1 		$8.35M Buy
43,273
+29,323
+210% +$5.83M 0.26% 64
2025
Q4 		$2.56M Buy
13,950
+1,245
+10% +$216K 0.09% 112
2025
Q3 		$2.13M Buy
12,705
+1,055
+9% +$164K 0.08% 133
2025
Q2 		$1.7M Buy
11,650
+320
+3% +$42.6K 0.07% 148
2025
Q1 		$1.5M Sell
11,330
-1,514
-12% -$192K 0.07% 155
2024
Q4 		$1.49M Sell
12,844
-2,049
-14% -$248K 0.07% 146
2024
Q3 		$1.8M Buy
14,893
+572
+4% +$65.2K 0.08% 130
2024
Q2 		$1.44M Sell
14,321
-117
-0.8% -$12.1K 0.06% 152
2024
Q1 		$1.41M Buy
14,438
+242
+2% +$21.8K 0.07% 132
2023
Q4 		$1.19M Sell
14,196
-1,327
-9% -$105K 0.07% 146
2023
Q3 		$1.12M Sell
15,523
-6,132
-28% -$525K 0.08% 150
2023
Q2 		$2.12M Sell
21,655
-14,420
-40% -$1.41M 0.14% 109
2023
Q1 		$3.53M Buy
36,075
+3,153
+10% +$311K 0.19% 101
2022
Q4 		$3.32M Buy
32,922
+7,857
+31% +$739K 0.22% 90
2022
Q3 		$2.05M Buy
25,065
+1,484
+6% +$134K 0.15% 96
2022
Q2 		$2.27M Buy
23,581
+3,445
+17% +$331K 0.16% 99
2022
Q1 		$2M Buy
20,136
+1,389
+7% +$132K 0.12% 121
2021
Q4 		$1.61M Buy
18,747
+3,425
+22% +$298K 0.1% 133
2021
Q3 		$1.32M Buy
15,322
+2,049
+15% +$175K 0.1% 110
2021
Q2 		$1.13M Buy
13,273
+643
+5% +$54.1K 0.09% 120
2021
Q1 		$976K Sell
12,630
-279
-2% -$20.4K 0.08% 127
2020
Q4 		$923K Buy
12,909
+4,390
+52% +$289K 0.09% 120
2020
Q3 		$490K Buy
8,519
+2,968
+53% +$181K 0.06% 159
2020
Q2 		$342K Buy
5,551
+1,420
+34% +$88.6K 0.05% 175
2020
Q1 		$245K Buy
4,131
+1,795
+77% +$152K 0.04% 165
2019
Q4 		$220K Buy
+2,336
New +$212K 0.03% 214

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

Avidian Wealth Enterprises's RTX Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its RTX Corp (RTX) stake by 1.3% in Q3 2026, selling an estimated $118K and leaving 43,222 shares worth $8.02M. The position accounts for 0.22% of the portfolio, ranked #70.

Avidian Wealth Enterprises first reported a position in RTX in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.35M in Q1 2026. 187 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Avidian Wealth Enterprises held 43,222 shares of RTX Corp worth $8.02M as of Q3 2026.
  • Avidian Wealth Enterprises sold 577 RTX Corp shares in Q3 2026, an estimated $118K.
  • RTX Corp made up 0.22% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #70 holding.
  • Avidian Wealth Enterprises first reported a position in RTX Corp in Q4 2019 and has held it in 28 quarters since.
  • Avidian Wealth Enterprises's RTX Corp position peaked at $8.35M in Q1 2026.
  • 187 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.