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Dogwood Wealth Management’s RTX Corp RTX Stock Holding History

Dogwood 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 		$62.2K Buy
328
+58
+21% +$10.6K 0.02% 141
2026
Q1 		$52.1K Buy
270
+21
+8% +$4.17K 0.02% 147
2025
Q4 		$45.7K Buy
249
+43
+21% +$7.47K 0.02% 138
2025
Q3 		$34.5K Buy
206
+75
+57% +$11.6K 0.02% 146
2025
Q2 		$19K Buy
131
+45
+52% +$6K 0.01% 179
2025
Q1 		$11.4K Buy
86
+53
+161% +$6.72K 0.01% 183
2024
Q4 		$3.81K Hold
33
– – ﹤0.01% 213
2024
Q3 		$3.99K Hold
33
– – ﹤0.01% 172
2024
Q2 		$3.29K Sell
33
-200
-86% -$20.7K ﹤0.01% 207
2024
Q1 		$22.7K Buy
233
+201
+628% +$18.1K 0.02% 154
2023
Q4 		$2.73K Buy
+32
New +$2.53K ﹤0.01% 191

Other funds holding RTX

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Dogwood Wealth Management increased its RTX Corp (RTX) stake by 21% in Q2 2026, buying an estimated $10.6K and bringing the position to 328 shares worth $62.2K. The position accounts for 0.02% of the portfolio, ranked #141.

Dogwood Wealth Management first reported a position in RTX in Q4 2023 and has held it in 11 quarters since. 1,809 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Dogwood Wealth Management held 328 shares of RTX Corp worth $62.2K as of Q2 2026.
  • Dogwood Wealth Management bought 58 RTX Corp shares in Q2 2026, an estimated $10.6K.
  • RTX Corp made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Dogwood Wealth Management first reported a position in RTX Corp in Q4 2023 and has held it in 11 quarters since.
  • 1,809 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.