HFO
RTX icon

Heritage Family Offices’s RTX Corp RTX Stock Holding History

Heritage Family Offices’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 		$1.98M Sell
10,267
-1,780
-15% -$354K 0.88% 27
2025
Q4 		$2.21M Sell
12,047
-732
-6% -$127K 1% 19
2025
Q3 		$2.14M Sell
12,779
-54
-0.4% -$8.38K 1% 23
2025
Q2 		$1.69M Buy
+12,833
New +$1.71M 0.85% 29
2025
Q1 		– Sell
-12,115
Closed -$1.4M – 191
2024
Q4 		$1.4M Buy
12,115
+101
+0.8% +$12.2K 0.7% 32
2024
Q3 		$1.46M Sell
12,014
-161
-1% -$18.4K 0.75% 33
2024
Q2 		$1.22M Buy
+12,175
New +$1.26M 0.68% 36

Other funds holding RTX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return