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Beta Wealth Group’s RTX Corp RTX Stock Holding History

Beta Wealth Group’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 		$476K Buy
2,508
+901
+56% +$165K 0.18% 89
2026
Q1 		$310K Sell
1,607
-300
-16% -$59.6K 0.13% 99
2025
Q4 		$350K Sell
1,907
-100
-5% -$17.4K 0.14% 96
2025
Q3 		$336K Buy
+2,007
New +$312K 0.13% 102
2025
Q2 		– Sell
-4,011
Closed -$531K – 113
2025
Q1 		$531K Buy
4,011
+202
+5% +$25.6K 0.19% 64
2024
Q4 		$441K Sell
3,809
-1,503
-28% -$182K 0.2% 81
2024
Q3 		$644K Buy
5,312
+602
+13% +$68.7K 0.29% 56
2024
Q2 		$473K Sell
4,710
-998
-17% -$103K 0.22% 71
2024
Q1 		$557K Buy
5,708
+2
+0% +$181 0.27% 59
2023
Q4 		$480K Buy
5,706
+3
+0.1% +$237 0.25% 64
2023
Q3 		$410K Buy
5,703
+103
+2% +$8.82K 0.24% 72
2023
Q2 		$549K Buy
5,600
+700
+14% +$68.5K 0.32% 56
2023
Q1 		$480K Buy
4,900
+400
+9% +$39.4K 0.27% 57
2022
Q4 		$454K Buy
4,500
+300
+7% +$28.2K 0.3% 55
2022
Q3 		$344K Buy
4,200
+200
+5% +$18.1K 0.25% 55
2022
Q2 		$384K Buy
4,000
+300
+8% +$28.8K 0.26% 52
2022
Q1 		$367K Buy
+3,700
New +$351K 0.25% 56

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Beta Wealth Group's RTX Position: Q2 2026 in Review

Beta Wealth Group increased its RTX Corp (RTX) stake by 56% in Q2 2026, buying an estimated $165K and bringing the position to 2,508 shares worth $476K. The position accounts for 0.18% of the portfolio, ranked #89.

Beta Wealth Group first reported a position in RTX in Q1 2022 and has held it in 17 quarters since. The position peaked at $644K in Q3 2024. 3,445 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Beta Wealth Group held 2,508 shares of RTX Corp worth $476K as of Q2 2026.
  • Beta Wealth Group bought 901 RTX Corp shares in Q2 2026, an estimated $165K.
  • RTX Corp made up 0.18% of Beta Wealth Group's portfolio in Q2 2026, its #89 holding.
  • Beta Wealth Group first reported a position in RTX Corp in Q1 2022 and has held it in 17 quarters since.
  • Beta Wealth Group's RTX Corp position peaked at $644K in Q3 2024.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.