Catherine Avery Investment Management’s RTX Corp RTX Stock Holding History

Catherine Avery Investment 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	$1.63M	Sell	8,567 -254	-3%	-$46.6K	0.71%	37
2026 Q1	$1.7M	Sell	8,821 -20,755	-70%	-$4.13M	0.76%	37
2025 Q4	$5.42M	Sell	29,576 -693	-2%	-$120K	3.25%	3
2025 Q3	$5.06M	Sell	30,269 -1,053	-3%	-$163K	3.26%	6
2025 Q2	$4.57M	Buy	31,322 +430	+1%	+$57.3K	3.47%	4
2025 Q1	$4.09M	Buy	30,892 +1,574	+5%	+$200K	3.67%	3
2024 Q4	$3.39M	Buy	+29,318	New	+$3.54M	2.99%	7

Other funds holding RTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Catherine Avery Investment Management's RTX Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its RTX Corp (RTX) stake by 2.9% in Q2 2026, selling an estimated $46.6K and leaving 8,567 shares worth $1.63M. The position accounts for 0.71% of the portfolio, ranked #37.

Catherine Avery Investment Management first reported a position in RTX in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.42M in Q4 2025. 3,441 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Catherine Avery Investment Management held 8,567 shares of RTX Corp worth $1.63M as of Q2 2026.
Catherine Avery Investment Management sold 254 RTX Corp shares in Q2 2026, an estimated $46.6K.
RTX Corp made up 0.71% of Catherine Avery Investment Management's portfolio in Q2 2026, its #37 holding.
Catherine Avery Investment Management first reported a position in RTX Corp in Q4 2024 and has held it in 7 quarters since.
Catherine Avery Investment Management's RTX Corp position peaked at $5.42M in Q4 2025.
3,441 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.