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Evergreen Private Wealth’s RTX Corp RTX Stock Holding History

Evergreen Private Wealth’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 		$279K Hold
1,471
– – 0.1% 61
2026
Q1 		$284K Hold
1,471
– – 0.11% 56
2025
Q4 		$270K Buy
1,471
+93
+7% +$16.2K 0.11% 59
2025
Q3 		$231K Sell
1,378
-32
-2% -$4.97K 0.09% 62
2025
Q2 		$206K Buy
1,410
+22
+2% +$2.93K 0.09% 66
2025
Q1 		$184K Hold
1,388
– – 0.09% 71
2024
Q4 		$161K Hold
1,388
– – 0.08% 78
2024
Q3 		$168K Hold
1,388
– – 0.08% 77
2024
Q2 		$139K Hold
1,388
– – 0.07% 88
2024
Q1 		$135K Hold
1,388
– – 0.07% 94
2023
Q4 		$117K Buy
+1,388
New +$110K 0.06% 86

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Evergreen Private Wealth's RTX Position: Q2 2026 in Review

Evergreen Private Wealth held its RTX Corp (RTX) position steady in Q2 2026 at 1,471 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #61.

Evergreen Private Wealth first reported a position in RTX in Q4 2023 and has held it in 11 quarters since. The position peaked at $284K in Q1 2026. 3,442 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Evergreen Private Wealth held 1,471 shares of RTX Corp worth $279K as of Q2 2026.
  • Evergreen Private Wealth left its RTX Corp share count unchanged in Q2 2026.
  • RTX Corp made up 0.1% of Evergreen Private Wealth's portfolio in Q2 2026, its #61 holding.
  • Evergreen Private Wealth first reported a position in RTX Corp in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Private Wealth's RTX Corp position peaked at $284K in Q1 2026.
  • 3,442 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.