HWM
RTX icon

HB Wealth Management’s RTX Corp RTX Stock Holding History

HB 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 		$30.9M Sell
162,986
-880
-0.5% -$161K 0.17% 74
2026
Q1 		$31.6M Buy
163,866
+3,189
+2% +$634K 0.2% 63
2025
Q4 		$29.5M Sell
160,677
-3,549
-2% -$617K 0.19% 67
2025
Q3 		$27.5M Buy
164,226
+7,858
+5% +$1.22M 0.19% 70
2025
Q2 		$22.8M Sell
156,368
-7,075
-4% -$943K 0.18% 72
2025
Q1 		$21.6M Buy
163,443
+19,638
+14% +$2.49M 0.18% 73
2024
Q4 		$16.6M Buy
143,805
+2,155
+2% +$260K 0.17% 65
2024
Q3 		$17.2M Buy
141,650
+298
+0.2% +$34K 0.18% 59
2024
Q2 		$14.2M Buy
141,352
+4,321
+3% +$447K 0.17% 65
2024
Q1 		$13.4M Buy
137,031
+3,843
+3% +$347K 0.17% 66
2023
Q4 		$11.2M Buy
133,188
+6,594
+5% +$522K 0.16% 70
2023
Q3 		$9.11M Buy
126,594
+6,631
+6% +$568K 0.15% 76
2023
Q2 		$11.8M Buy
119,963
+6,879
+6% +$674K 0.19% 61
2023
Q1 		$11.1M Buy
113,084
+2,987
+3% +$294K 0.19% 61
2022
Q4 		$11.1M Buy
110,097
+5,524
+5% +$520K 0.2% 58
2022
Q3 		$8.56M Buy
104,573
+15,426
+17% +$1.4M 0.18% 61
2022
Q2 		$8.57M Buy
89,147
+11,147
+14% +$1.07M 0.18% 61
2022
Q1 		$7.73M Buy
78,000
+12,329
+19% +$1.17M 0.14% 71
2021
Q4 		$5.65M Buy
+65,671
New +$5.72M 0.11% 74

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

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

HB Wealth Management reduced its RTX Corp (RTX) stake by 0.54% in Q2 2026, selling an estimated $161K and leaving 162,986 shares worth $30.9M. The position accounts for 0.17% of the portfolio, ranked #74.

HB Wealth Management first reported a position in RTX in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.6M in Q1 2026. 1,776 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • HB Wealth Management held 162,986 shares of RTX Corp worth $30.9M as of Q2 2026.
  • HB Wealth Management sold 880 RTX Corp shares in Q2 2026, an estimated $161K.
  • RTX Corp made up 0.17% of HB Wealth Management's portfolio in Q2 2026, its #74 holding.
  • HB Wealth Management first reported a position in RTX Corp in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's RTX Corp position peaked at $31.6M in Q1 2026.
  • 1,776 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.