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Avior Wealth Management’s RTX Corp RTX Stock Holding History

Avior Wealth Management’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 		$1.96M Sell
10,707
-438
-4% -$80.3K 0.05% 248
2026
Q1 		$2.07M Buy
11,145
+1,114
+11% +$221K 0.06% 248
2025
Q4 		$1.77M Buy
10,031
+814
+9% +$141K 0.06% 218
2025
Q3 		$1.49M Buy
9,217
+421
+5% +$65.3K 0.05% 235
2025
Q2 		$1.25M Buy
8,796
+182
+2% +$24.3K 0.04% 249
2025
Q1 		$1.12M Buy
8,614
+405
+5% +$51.4K 0.04% 245
2024
Q4 		$950K Buy
8,209
+75
+0.9% +$9.06K 0.03% 297
2024
Q3 		$980K Buy
8,134
+114
+1% +$13K 0.04% 289
2024
Q2 		$821K Sell
8,020
-3,132
-28% -$324K 0.04% 316
2024
Q1 		$1.11M Buy
11,152
+5,546
+99% +$501K 0.05% 263
2023
Q4 		$504K Sell
5,606
-7,545
-57% -$597K 0.03% 349
2023
Q3 		$991K Sell
13,151
-1,680
-11% -$144K 0.07% 192
2023
Q2 		$1.47M Buy
14,831
+245
+2% +$24K 0.1% 150
2023
Q1 		$1.45M Buy
14,586
+3,685
+34% +$363K 0.1% 155
2022
Q4 		$1.12M Buy
10,901
+425
+4% +$40K 0.08% 175
2022
Q3 		$892K Buy
10,476
+229
+2% +$20.7K 0.07% 181
2022
Q2 		$1M Buy
10,247
+73
+0.7% +$7.02K 0.1% 145
2022
Q1 		$1.02M Buy
10,174
+440
+5% +$41.7K 0.09% 164
2021
Q4 		$868K Buy
9,734
+256
+3% +$22.3K 0.07% 224
2021
Q3 		$845K Buy
9,478
+292
+3% +$25K 0.07% 217
2021
Q2 		$814K Sell
9,186
-160
-2% -$13.5K 0.08% 210
2021
Q1 		$761K Buy
9,346
+634
+7% +$46.3K 0.08% 218
2020
Q4 		$668K Sell
8,712
-154
-2% -$10.1K 0.08% 206
2020
Q3 		$569K Sell
8,866
-10
-0.1% -$609 0.08% 211
2020
Q2 		$602K Sell
8,876
-4,864
-35% -$304K 0.09% 199
2020
Q1 		$837K Buy
13,740
+40
+0.3% +$3.38K 0.17% 136
2019
Q4 		$1.25M Buy
13,700
+697
+5% +$63.2K 0.2% 116
2019
Q3 		$1.09M Sell
13,003
-874
-6% -$72.6K 0.19% 118
2019
Q2 		$1.12M Buy
13,877
+247
+2% +$20.7K 0.2% 114
2019
Q1 		$1.09M Buy
13,630
+201
+1% +$15.3K 0.23% 102
2018
Q4 		$907K Sell
13,429
-1,597
-11% -$125K 0.22% 102
2018
Q3 		$1.3M Sell
15,026
-3,524
-19% -$296K 0.28% 93
2018
Q2 		$1.45M Buy
18,550
+442
+2% +$34.6K 0.33% 81
2018
Q1 		$1.42M Sell
18,108
-466
-3% -$38.5K 0.33% 81
2017
Q4 		$1.48M Sell
18,574
-152
-0.8% -$11.5K 0.33% 83
2017
Q3 		$1.36M Buy
18,726
+820
+5% +$60.7K 0.45% 76
2017
Q2 		$1.36M Sell
17,906
-4,394
-20% -$329K 0.55% 63
2017
Q1 		$1.57M Buy
22,300
+3,227
+17% +$226K 0.52% 62
2016
Q4 		$1.31M Buy
19,073
+331
+2% +$21.9K 0.49% 72
2016
Q3 		$1.21M Buy
18,742
+1,856
+11% +$123K 0.47% 77
2016
Q2 		$1.09M Buy
16,886
+246
+1% +$15.7K 0.46% 79
2016
Q1 		$1.05M Buy
16,640
+1,845
+12% +$107K 0.46% 79
2015
Q4 		$895K Buy
14,795
+1,014
+7% +$61.4K 0.49% 72
2015
Q3 		$776K Buy
13,781
+13,582
+6,825% +$836K 0.45% 74
2015
Q2 		$15K Sell
199
-373
-65% -$27.4K 0.01% 237
2015
Q1 		$43K Buy
572
+199
+53% +$14.9K 0.03% 147
2014
Q4 		$27K Hold
373
– – 0.02% 175
2014
Q3 		$25K Hold
373
– – 0.02% 179
2014
Q2 		$27K Buy
373
+317
+566% +$23.3K 0.02% 176
2014
Q1 		$4K Buy
+56
New +$4.02K ﹤0.01% 287

Other funds holding RTX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Avior Wealth Management's RTX Position: Q2 2026 in Review

Avior Wealth Management reduced its RTX Corp (RTX) stake by 3.9% in Q2 2026, selling an estimated $80.3K and leaving 10,707 shares worth $1.96M. The position accounts for 0.05% of the portfolio, ranked #248.

Avior Wealth Management first reported a position in RTX in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.07M in Q1 2026. 1,931 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Avior Wealth Management held 10,707 shares of RTX Corp worth $1.96M as of Q2 2026.
  • Avior Wealth Management sold 438 RTX Corp shares in Q2 2026, an estimated $80.3K.
  • RTX Corp made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Avior Wealth Management first reported a position in RTX Corp in Q1 2014 and has held it in 50 quarters since.
  • Avior Wealth Management's RTX Corp position peaked at $2.07M in Q1 2026.
  • 1,931 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.