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Balboa Wealth Partners’s RTX Corp RTX Stock Holding History

Balboa Wealth Partners’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 		$1.82M Sell
9,585
-112
-1% -$20.5K 0.25% 68
2026
Q1 		$1.87M Buy
9,697
+690
+8% +$137K 0.31% 54
2025
Q4 		$1.65M Sell
9,007
-207
-2% -$36K 0.27% 58
2025
Q3 		$1.54M Sell
9,214
-1,036
-10% -$161K 0.27% 62
2025
Q2 		$1.5M Sell
10,250
-434
-4% -$57.8K 0.3% 62
2025
Q1 		$1.42M Sell
10,684
-172
-2% -$21.8K 0.34% 54
2024
Q4 		$1.26M Buy
10,856
+64
+0.6% +$7.73K 0.29% 64
2024
Q3 		$1.31M Sell
10,792
-39
-0.4% -$4.45K 0.33% 59
2024
Q2 		$1.09M Sell
10,831
-749
-6% -$77.4K 0.29% 64
2024
Q1 		$1.13M Buy
11,580
+2,532
+28% +$229K 0.33% 57
2023
Q4 		$761K Sell
9,048
-339
-4% -$26.8K 0.25% 76
2023
Q3 		$676K Buy
9,387
+237
+3% +$20.3K 0.25% 72
2023
Q2 		$896K Sell
9,150
-584
-6% -$57.2K 0.31% 55
2023
Q1 		$953K Sell
9,734
-4
-0% -$394 0.36% 53
2022
Q4 		$983K Sell
9,738
-1,230
-11% -$116K 0.44% 55
2022
Q3 		$898K Buy
+10,968
New +$993K 0.39% 51

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Balboa Wealth Partners's RTX Position: Q2 2026 in Review

Balboa Wealth Partners reduced its RTX Corp (RTX) stake by 1.2% in Q2 2026, selling an estimated $20.5K and leaving 9,585 shares worth $1.82M. The position accounts for 0.25% of the portfolio, ranked #68.

Balboa Wealth Partners first reported a position in RTX in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.87M in Q1 2026. 3,461 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Balboa Wealth Partners held 9,585 shares of RTX Corp worth $1.82M as of Q2 2026.
  • Balboa Wealth Partners sold 112 RTX Corp shares in Q2 2026, an estimated $20.5K.
  • RTX Corp made up 0.25% of Balboa Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • Balboa Wealth Partners first reported a position in RTX Corp in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's RTX Corp position peaked at $1.87M in Q1 2026.
  • 3,461 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.