Elevate Wealth Advisory’s RTX Corp RTX Stock Holding History

Elevate Wealth Advisory’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 Q1	$604K	Buy	+3,134	New	+$623K	0.38%	41
2025 Q4	–	Sell	-3,111	Closed	-$520K	–	128
2025 Q3	$520K	Sell	3,111 -4,099	-57%	-$636K	0.38%	40
2025 Q2	$1.05M	Buy	7,210 +1	+0%	+$133	0.75%	28
2025 Q1	$955K	Buy	7,209 +1	+0%	+$127	0.68%	30
2024 Q4	$834K	Buy	7,208 +7	+0.1%	+$846	0.63%	31
2024 Q3	$872K	Sell	7,201 -103	-1%	-$11.7K	0.65%	31
2024 Q2	$733K	Buy	7,304 +2,921	+67%	+$302K	0.59%	32
2024 Q1	$427K	Hold	4,383	–	–	0.37%	37
2023 Q4	$369K	Buy	+4,383	New	+$347K	0.34%	39

Other funds holding RTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elevate Wealth Advisory's RTX Position: Q1 2026 in Review

Elevate Wealth Advisory opened a new position in RTX Corp (RTX) in Q1 2026: 3,134 shares worth $604K. The stake represents 0.38% of the portfolio and ranks #41 among its holdings. This is a return to the name: Elevate Wealth Advisory previously reported a position in RTX as recently as Q3 2025.

Elevate Wealth Advisory first reported a position in RTX in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.05M in Q2 2025. 3,447 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Elevate Wealth Advisory held 3,134 shares of RTX Corp worth $604K as of Q1 2026.
RTX Corp was a new Elevate Wealth Advisory position in Q1 2026.
RTX Corp made up 0.38% of Elevate Wealth Advisory's portfolio in Q1 2026, its #41 holding.
Elevate Wealth Advisory first reported a position in RTX Corp in Q4 2023 and has held it in 9 quarters since.
Elevate Wealth Advisory's RTX Corp position peaked at $1.05M in Q2 2025.
3,447 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.