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Concurrent Investment Advisors’s RTX Corp RTX Stock Holding History

Concurrent Investment 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 		$17.9M Buy
94,391
+2,684
+3% +$492K 0.15% 143
2026
Q1 		$17.7M Sell
91,707
-21,332
-19% -$4.24M 0.19% 118
2025
Q4 		$20.7M Buy
113,039
+39,954
+55% +$6.94M 0.24% 87
2025
Q3 		$12.2M Buy
73,085
+3,666
+5% +$569K 0.21% 101
2025
Q2 		$10.1M Buy
69,419
+2,101
+3% +$280K 0.2% 111
2025
Q1 		$8.92M Buy
67,318
+3,558
+6% +$451K 0.22% 101
2024
Q4 		$7.38M Sell
63,760
-492
-0.8% -$59.4K 0.2% 105
2024
Q3 		$7.78M Buy
64,252
+1,348
+2% +$154K 0.23% 100
2024
Q2 		$6.31M Buy
62,904
+8,844
+16% +$914K 0.21% 111
2024
Q1 		$5.27M Buy
54,060
+24,314
+82% +$2.19M 0.21% 110
2023
Q4 		$2.5M Buy
+29,746
New +$2.35M 0.12% 186

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

Concurrent Investment Advisors's RTX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its RTX Corp (RTX) stake by 2.9% in Q2 2026, buying an estimated $492K and bringing the position to 94,391 shares worth $17.9M. The position accounts for 0.15% of the portfolio, ranked #143.

Concurrent Investment Advisors first reported a position in RTX in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.7M in Q4 2025. 3,461 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Concurrent Investment Advisors held 94,391 shares of RTX Corp worth $17.9M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,684 RTX Corp shares in Q2 2026, an estimated $492K.
  • RTX Corp made up 0.15% of Concurrent Investment Advisors's portfolio in Q2 2026, its #143 holding.
  • Concurrent Investment Advisors first reported a position in RTX Corp in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's RTX Corp position peaked at $20.7M in Q4 2025.
  • 3,461 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.