HFR Wealth Management’s RTX Corp RTX Stock Holding History

HFR 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	$879K	Sell	4,634 -7	-0.2%	-$1.28K	0.21%	32
2026 Q1	$895K	Hold	4,641	–	–	0.22%	32
2025 Q4	$851K	Sell	4,641 -100	-2%	-$17.4K	0.2%	32
2025 Q3	$793K	Sell	4,741 -200	-4%	-$31K	0.18%	33
2025 Q2	$721K	Hold	4,941	–	–	0.17%	33
2025 Q1	$654K	Hold	4,941	–	–	0.16%	34
2024 Q4	$572K	Hold	4,941	–	–	0.14%	40
2024 Q3	$599K	Sell	4,941 -1,619	-25%	-$185K	0.15%	38
2024 Q2	$659K	Hold	6,560	–	–	0.17%	38
2024 Q1	$640K	Hold	6,560	–	–	0.16%	40
2023 Q4	$552K	Buy	6,560 +881	+16%	+$69.7K	0.15%	40
2023 Q3	$409K	Buy	5,679 +1,513	+36%	+$130K	0.12%	44
2023 Q2	$408K	Sell	4,166 -105	-2%	-$10.3K	0.11%	44
2023 Q1	$418K	Sell	4,271 -348	-8%	-$34.3K	0.12%	45
2022 Q4	$466K	Buy	4,619 +348	+8%	+$32.7K	0.14%	43
2022 Q3	$350K	Hold	4,271	–	–	0.11%	42
2022 Q2	$410K	Sell	4,271 -518	-11%	-$49.8K	0.12%	41
2022 Q1	$474K	Hold	4,789	–	–	0.13%	42
2021 Q4	$412K	Hold	4,789	–	–	0.1%	46
2021 Q3	$412K	Hold	4,789	–	–	0.12%	43
2021 Q2	$409K	Buy	+4,789	New	+$403K	0.12%	45

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

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

HFR Wealth Management reduced its RTX Corp (RTX) stake by 0.15% in Q2 2026, selling an estimated $1.28K and leaving 4,634 shares worth $879K. The position accounts for 0.21% of the portfolio, ranked #32.

HFR Wealth Management first reported a position in RTX in Q2 2021 and has held it in 21 quarters since. The position peaked at $895K in Q1 2026. 3,427 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

HFR Wealth Management held 4,634 shares of RTX Corp worth $879K as of Q2 2026.
HFR Wealth Management sold 7 RTX Corp shares in Q2 2026, an estimated $1.28K.
RTX Corp made up 0.21% of HFR Wealth Management's portfolio in Q2 2026, its #32 holding.
HFR Wealth Management first reported a position in RTX Corp in Q2 2021 and has held it in 21 quarters since.
HFR Wealth Management's RTX Corp position peaked at $895K in Q1 2026.
3,427 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.