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Baron Silver Stevens Financial Advisors’s RTX Corp RTX Stock Holding History

Baron Silver Stevens Financial Advisors’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 		$549K Buy
2,895
+6
+0.2% +$1.1K 0.07% 87
2026
Q1 		$557K Sell
2,889
-40
-1% -$7.95K 0.08% 78
2025
Q4 		$537K Sell
2,929
-382
-12% -$66.4K 0.08% 81
2025
Q3 		$554K Buy
3,311
+24
+0.7% +$3.73K 0.08% 78
2025
Q2 		$480K Buy
3,287
+422
+15% +$56.2K 0.08% 81
2025
Q1 		$379K Buy
2,865
+197
+7% +$25K 0.07% 83
2024
Q4 		$309K Hold
2,668
– – 0.05% 91
2024
Q3 		$323K Sell
2,668
-29
-1% -$3.31K 0.06% 89
2024
Q2 		$271K Sell
2,697
-660
-20% -$68.2K 0.05% 96
2024
Q1 		$327K Buy
3,357
+689
+26% +$62.2K 0.06% 86
2023
Q4 		$224K Sell
2,668
-749
-22% -$59.3K 0.05% 102
2023
Q3 		$246K Sell
3,417
-186
-5% -$15.9K 0.06% 89
2023
Q2 		$353K Sell
3,603
-45
-1% -$4.41K 0.08% 75
2023
Q1 		$357K Buy
3,648
+328
+10% +$32.3K 0.09% 67
2022
Q4 		$335K Buy
+3,320
New +$312K 0.08% 67
2022
Q3 		– Sell
-4,312
Closed -$414K – 140
2022
Q2 		$414K Buy
4,312
+1,047
+32% +$101K 0.11% 63
2022
Q1 		$323K Buy
3,265
+1
+0% +$95 0.08% 65
2021
Q4 		$280K Hold
3,264
– – 0.07% 66
2021
Q3 		$280K Sell
3,264
-945
-22% -$80.8K 0.07% 63
2021
Q2 		$359K Buy
4,209
+1,483
+54% +$125K 0.1% 56
2021
Q1 		$210K Buy
2,726
+850
+45% +$62K 0.11% 48
2020
Q4 		$134K Buy
+1,876
New +$123K 0.05% 82

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
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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's RTX Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its RTX Corp (RTX) stake by 0.21% in Q2 2026, buying an estimated $1.1K and bringing the position to 2,895 shares worth $549K. The position accounts for 0.07% of the portfolio, ranked #87.

Baron Silver Stevens Financial Advisors first reported a position in RTX in Q4 2020 and has held it in 22 quarters since. The position peaked at $557K in Q1 2026. 1,872 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 2,895 shares of RTX Corp worth $549K as of Q2 2026.
  • Baron Silver Stevens Financial Advisors bought 6 RTX Corp shares in Q2 2026, an estimated $1.1K.
  • RTX Corp made up 0.07% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in RTX Corp in Q4 2020 and has held it in 22 quarters since.
  • Baron Silver Stevens Financial Advisors's RTX Corp position peaked at $557K in Q1 2026.
  • 1,872 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.