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Beverly Hills Private Wealth’s RTX Corp RTX Stock Holding History

Beverly Hills Private Wealth’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 		$607K Sell
3,200
-696
-18% -$128K 0.12% 143
2026
Q1 		$752K Sell
3,896
-1,724
-31% -$343K 0.13% 148
2025
Q4 		$1.03M Sell
5,620
-19
-0.3% -$3.3K 0.18% 123
2025
Q3 		$943K Sell
5,639
-704
-11% -$109K 0.17% 132
2025
Q2 		$926K Sell
6,343
-558
-8% -$74.3K 0.17% 133
2025
Q1 		$914K Buy
6,901
+1,123
+19% +$142K 0.18% 130
2024
Q4 		$669K Sell
5,778
-207
-3% -$25K 0.14% 142
2024
Q3 		$725K Sell
5,985
-769
-11% -$87.7K 0.15% 146
2024
Q2 		$678K Sell
6,754
-246
-4% -$25.4K 0.15% 147
2024
Q1 		$683K Sell
7,000
-142
-2% -$12.8K 0.16% 145
2023
Q4 		$601K Sell
7,142
-944
-12% -$74.7K 0.16% 142
2023
Q3 		$582K Sell
8,086
-6,749
-45% -$578K 0.17% 131
2023
Q2 		$1.25M Buy
14,835
+6,477
+77% +$634K 0.21% 111
2023
Q1 		$818K Buy
8,358
+2,675
+47% +$264K 0.25% 96
2022
Q4 		$574K Buy
+5,683
New +$535K 0.25% 97

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

Beverly Hills Private Wealth's RTX Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its RTX Corp (RTX) stake by 18% in Q2 2026, selling an estimated $128K and leaving 3,200 shares worth $607K. The position accounts for 0.12% of the portfolio, ranked #143.

Beverly Hills Private Wealth first reported a position in RTX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q2 2023. 3,461 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Beverly Hills Private Wealth held 3,200 shares of RTX Corp worth $607K as of Q2 2026.
  • Beverly Hills Private Wealth sold 696 RTX Corp shares in Q2 2026, an estimated $128K.
  • RTX Corp made up 0.12% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #143 holding.
  • Beverly Hills Private Wealth first reported a position in RTX Corp in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's RTX Corp position peaked at $1.25M in Q2 2023.
  • 3,461 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.