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 Q2	$1.52M	Sell	8,009 -2,258	-22%	-$414K	0.59%	42
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Family Offices's RTX Position: Q2 2026 in Review

Heritage Family Offices reduced its RTX Corp (RTX) stake by 22% in Q2 2026, selling an estimated $414K and leaving 8,009 shares worth $1.52M. The position accounts for 0.59% of the portfolio, ranked #42.

Heritage Family Offices first reported a position in RTX in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.21M in Q4 2025. 3,455 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Heritage Family Offices held 8,009 shares of RTX Corp worth $1.52M as of Q2 2026.
Heritage Family Offices sold 2,258 RTX Corp shares in Q2 2026, an estimated $414K.
RTX Corp made up 0.59% of Heritage Family Offices's portfolio in Q2 2026, its #42 holding.
Heritage Family Offices first reported a position in RTX Corp in Q2 2024 and has held it in 8 quarters since.
Heritage Family Offices's RTX Corp position peaked at $2.21M in Q4 2025.
3,455 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.