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Finivi Inc’s RTX Corp RTX Stock Holding History

Finivi Inc’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 		$434K Buy
2,286
+1
+0% +$183 0.22% 82
2026
Q1 		$441K Sell
2,285
-14
-0.6% -$2.78K 0.24% 73
2025
Q4 		$422K Sell
2,299
-45
-2% -$7.82K 0.24% 75
2025
Q3 		$392K Hold
2,344
– – 0.25% 75
2025
Q2 		$342K Buy
2,344
+1
+0% +$133 0.23% 77
2025
Q1 		$310K Buy
2,343
+1
+0% +$127 0.25% 72
2024
Q4 		$271K Buy
2,342
+13
+0.6% +$1.57K 0.22% 75
2024
Q3 		$282K Buy
2,329
+97
+4% +$11.1K 0.23% 72
2024
Q2 		$224K Buy
2,232
+4
+0.2% +$414 0.19% 84
2024
Q1 		$217K Buy
+2,228
New +$201K 0.2% 82
2021
Q4 		$255K Buy
+2,963
New +$258K 0.27% 67

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

Finivi Inc's RTX Position: Q2 2026 in Review

Finivi Inc increased its RTX Corp (RTX) stake by 0.04% in Q2 2026, buying an estimated $183 and bringing the position to 2,286 shares worth $434K. The position accounts for 0.22% of the portfolio, ranked #82.

Finivi Inc first reported a position in RTX in Q4 2021 and has held it in 11 quarters since. The position peaked at $441K in Q1 2026. 3,388 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Finivi Inc held 2,286 shares of RTX Corp worth $434K as of Q2 2026.
  • Finivi Inc bought 1 RTX Corp share in Q2 2026, an estimated $183.
  • RTX Corp made up 0.22% of Finivi Inc's portfolio in Q2 2026, its #82 holding.
  • Finivi Inc first reported a position in RTX Corp in Q4 2021 and has held it in 11 quarters since.
  • Finivi Inc's RTX Corp position peaked at $441K in Q1 2026.
  • 3,388 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.