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Evergreen Wealth Solutions’s RTX Corp RTX Stock Holding History

Evergreen Wealth Solutions’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 		$937K Buy
4,249
+1,574
+59% +$289K 0.05% 215
2026
Q1 		$516K Buy
2,675
+667
+33% +$133K 0.04% 245
2025
Q4 		$368K Buy
+2,008
New +$349K 0.05% 146

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 Wealth Solutions's RTX Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its RTX Corp (RTX) stake by 59% in Q2 2026, buying an estimated $289K and bringing the position to 4,249 shares worth $937K. The position accounts for 0.05% of the portfolio, ranked #215.

Evergreen Wealth Solutions first reported a position in RTX in Q4 2025 and has held it in 3 quarters since. 3,449 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Evergreen Wealth Solutions held 4,249 shares of RTX Corp worth $937K as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,574 RTX Corp shares in Q2 2026, an estimated $289K.
  • RTX Corp made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #215 holding.
  • Evergreen Wealth Solutions first reported a position in RTX Corp in Q4 2025 and has held it in 3 quarters since.
  • 3,449 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.