Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s RTX Corp RTX Stock Holding History

Kovitz Investment Group Partners’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 		$22.8M Buy
118,368
+97,676
+472% +$19.4M 0.53% 47
2025
Q4 		$3.8M Sell
20,692
-739,094
-97% -$128M 0.08% 161
2025
Q3 		$127M Buy
759,786
+2,818
+0.4% +$437K 0.5% 45
2025
Q2 		$111M Sell
756,968
-227,221
-23% -$30.3M 0.47% 54
2025
Q1 		$130M Buy
984,189
+152,291
+18% +$19.3M 0.65% 40
2024
Q4 		$96.3M Buy
831,898
+752,615
+949% +$90.9M 0.47% 59
2024
Q3 		$7.32M Buy
79,283
+62,359
+368% +$7.11M 0.05% 280
2024
Q2 		$1.7M Sell
16,924
-661
-4% -$68.3K 0.01% 451
2024
Q1 		$1.72M Buy
+17,585
New +$1.59M 0.02% 319
2023
Q3 		– Sell
-4,298
Closed -$421K – 408
2023
Q2 		$421K Buy
4,298
+341
+9% +$33.4K 0.01% 352
2023
Q1 		$388K Buy
3,957
+367
+10% +$36.2K 0.01% 357
2022
Q4 		$362K Sell
3,590
-128
-3% -$12K 0.01% 347
2022
Q3 		$304K Buy
3,718
+4
+0.1% +$362 0.01% 355
2022
Q2 		$357K Sell
3,714
-680
-15% -$65.4K 0.01% 356
2022
Q1 		$435K Sell
4,394
-6,049
-58% -$573K 0.01% 351
2021
Q4 		$747K Buy
10,443
+3,044
+41% +$265K 0.02% 312
2021
Q3 		$636K Sell
7,399
-2,405
-25% -$206K 0.01% 335
2021
Q2 		$836K Buy
9,804
+73
+0.8% +$6.14K 0.02% 320
2021
Q1 		$752K Sell
9,731
-712
-7% -$52K 0.02% 310
2020
Q4 		$747K Sell
10,443
-2,479
-19% -$163K 0.02% 305
2020
Q3 		$744K Buy
12,922
+1,141
+10% +$69.5K 0.02% 289
2020
Q2 		$726K Buy
11,781
+4,532
+63% +$283K 0.02% 283
2020
Q1 		$430K Sell
7,249
-4,249
-37% -$360K 0.02% 302
2019
Q4 		$1.08M Sell
11,498
-216
-2% -$19.6K 0.03% 258
2019
Q3 		$1.01M Sell
11,714
-2,245
-16% -$186K 0.03% 264
2019
Q2 		$1.14M Sell
13,959
-558
-4% -$46.7K 0.04% 255
2019
Q1 		$1.18M Buy
14,517
+543
+4% +$41.3K 0.04% 257
2018
Q4 		$936K Sell
13,974
-422
-3% -$33.1K 0.04% 201
2018
Q3 		$1.27M Sell
14,396
-80
-0.6% -$6.72K 0.06% 80
2018
Q2 		$1.14M Buy
14,476
+377
+3% +$29.5K 0.05% 87
2018
Q1 		$1.12M Sell
14,099
-2,517
-15% -$208K 0.05% 85
2017
Q4 		$1.33K Sell
16,616
-1,201
-7% -$91.2K 0.06% 76
2017
Q3 		$1.3M Buy
17,817
+605
+4% +$44.8K 0.06% 77
2017
Q2 		$1.32M Sell
17,212
-4,236
-20% -$317K 0.07% 74
2017
Q1 		$1.51M Buy
21,448
+49
+0.2% +$3.44K 0.08% 70
2016
Q4 		$1.48M Hold
21,399
– – 0.09% 63
2016
Q3 		$1.37M Buy
21,399
+203
+1% +$13.5K 0.08% 74
2016
Q2 		$1.37M Sell
21,196
-1,390
-6% -$89K 0.09% 73
2016
Q1 		$1.42M Buy
+22,586
New +$1.31M 0.08% 75

Other funds holding RTX

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Kovitz Investment Group Partners's RTX Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its RTX Corp (RTX) stake by 472% in Q1 2026, buying an estimated $19.4M and bringing the position to 118,368 shares worth $22.8M. The position accounts for 0.53% of the portfolio, ranked #47.

Kovitz Investment Group Partners first reported a position in RTX in Q1 2016 and has held it in 39 quarters since. The position peaked at $130M in Q1 2025. 3,451 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Kovitz Investment Group Partners held 118,368 shares of RTX Corp worth $22.8M as of Q1 2026.
  • Kovitz Investment Group Partners bought 97,676 RTX Corp shares in Q1 2026, an estimated $19.4M.
  • RTX Corp made up 0.53% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #47 holding.
  • Kovitz Investment Group Partners first reported a position in RTX Corp in Q1 2016 and has held it in 39 quarters since.
  • Kovitz Investment Group Partners's RTX Corp position peaked at $130M in Q1 2025.
  • 3,451 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.