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Castle Wealth Management’s RTX Corp RTX Stock Holding History

Castle 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 		$447K Buy
2,355
+1
+0% +$183 0.13% 89
2026
Q1 		$454K Sell
2,354
-50
-2% -$9.94K 0.15% 85
2025
Q4 		$441K Buy
2,404
+1
+0% +$174 0.15% 87
2025
Q3 		$402K Buy
2,403
+1
+0% +$155 0.14% 85
2025
Q2 		$351K Buy
2,402
+60
+3% +$8K 0.13% 90
2025
Q1 		$310K Buy
2,342
+1
+0% +$127 0.12% 99
2024
Q4 		$271K Buy
2,341
+111
+5% +$13.4K 0.11% 103
2024
Q3 		$270K Buy
+2,230
New +$254K 0.11% 108
2022
Q4 		– Sell
-889
Closed -$73K – 513
2022
Q3 		$73K Sell
889
-104
-10% -$9.41K 0.04% 180
2022
Q2 		$95K Buy
+993
New +$95.5K 0.06% 148

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

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

Castle Wealth Management increased its RTX Corp (RTX) stake by 0.04% in Q2 2026, buying an estimated $183 and bringing the position to 2,355 shares worth $447K. The position accounts for 0.13% of the portfolio, ranked #89.

Castle Wealth Management first reported a position in RTX in Q2 2022 and has held it in 10 quarters since. The position peaked at $454K in Q1 2026. 1,960 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Castle Wealth Management held 2,355 shares of RTX Corp worth $447K as of Q2 2026.
  • Castle Wealth Management bought 1 RTX Corp share in Q2 2026, an estimated $183.
  • RTX Corp made up 0.13% of Castle Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Castle Wealth Management first reported a position in RTX Corp in Q2 2022 and has held it in 10 quarters since.
  • Castle Wealth Management's RTX Corp position peaked at $454K in Q1 2026.
  • 1,960 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.