Heritage Wealth Management (Ohio)’s RTX Corp RTX Stock Holding History

Heritage Wealth Management (Ohio)’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	$2.02M	Sell	10,656 -44	-0.4%	-$8.07K	0.5%	54
2026 Q1	$2.06M	Buy	10,700 +10	+0.1%	+$1.99K	1.02%	32
2025 Q4	$1.96M	Sell	10,690 -118	-1%	-$20.5K	0.55%	46
2025 Q3	$1.81M	Sell	10,808 -64	-0.6%	-$9.93K	0.53%	50
2025 Q2	$1.59M	Sell	10,872 -350	-3%	-$46.6K	0.51%	52
2025 Q1	$1.49M	Buy	11,222 +86	+0.8%	+$10.9K	0.51%	49
2024 Q4	$1.29M	Hold	11,136	–	–	0.43%	59
2024 Q3	$1.35M	Sell	11,136 -730	-6%	-$83.3K	0.44%	61
2024 Q2	$1.19M	Buy	+11,866	New	+$1.23M	0.4%	66

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 Wealth Management (Ohio)'s RTX Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its RTX Corp (RTX) stake by 0.41% in Q2 2026, selling an estimated $8.07K and leaving 10,656 shares worth $2.02M. The position accounts for 0.5% of the portfolio, ranked #54.

Heritage Wealth Management (Ohio) first reported a position in RTX in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.06M in Q1 2026. 3,445 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Heritage Wealth Management (Ohio) held 10,656 shares of RTX Corp worth $2.02M as of Q2 2026.
Heritage Wealth Management (Ohio) sold 44 RTX Corp shares in Q2 2026, an estimated $8.07K.
RTX Corp made up 0.5% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #54 holding.
Heritage Wealth Management (Ohio) first reported a position in RTX Corp in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s RTX Corp position peaked at $2.06M in Q1 2026.
3,445 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.