KW
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KWB Wealth’s RTX Corp RTX Stock Holding History

KWB Wealth’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 		$598K Buy
3,152
+1,927
+157% +$353K 0.05% 106
2026
Q1 		$225K Hold
1,225
– – 0.02% 155
2025
Q4 		$225K Buy
+1,225
New +$213K 0.02% 166
2023
Q4 		– Sell
-4,559
Closed -$447K – 139
2023
Q3 		$447K Sell
4,559
-276
-6% -$23.6K 0.07% 78
2023
Q2 		$474K Buy
4,835
+785
+19% +$76.9K 0.07% 79
2023
Q1 		$409K Hold
4,050
– – 0.08% 84
2022
Q4 		$409K Buy
4,050
+13
+0.3% +$1.22K 0.08% 76
2022
Q3 		$330K Buy
4,037
+113
+3% +$10.2K 0.07% 78
2022
Q2 		$377K Buy
+3,924
New +$377K 0.07% 75

Other funds holding RTX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

KWB Wealth's RTX Position: Q2 2026 in Review

KWB Wealth increased its RTX Corp (RTX) stake by 157% in Q2 2026, buying an estimated $353K and bringing the position to 3,152 shares worth $598K. The position accounts for 0.05% of the portfolio, ranked #106.

KWB Wealth first reported a position in RTX in Q2 2022 and has held it in 9 quarters since. 1,872 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • KWB Wealth held 3,152 shares of RTX Corp worth $598K as of Q2 2026.
  • KWB Wealth bought 1,927 RTX Corp shares in Q2 2026, an estimated $353K.
  • RTX Corp made up 0.05% of KWB Wealth's portfolio in Q2 2026, its #106 holding.
  • KWB Wealth first reported a position in RTX Corp in Q2 2022 and has held it in 9 quarters since.
  • 1,872 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.