MBE Wealth Management
RTX icon

MBE Wealth Management’s RTX Corp RTX Stock Holding History

MBE 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
Q3 		$400K Sell
2,152
-30
-1% -$6.14K 0.14% 104
2026
Q2 		$414K Buy
2,182
+23
+1% +$4.22K 0.15% 97
2026
Q1 		$416K Sell
2,159
-11
-0.5% -$2.19K 0.17% 84
2025
Q4 		$398K Hold
2,170
– – 0.17% 77
2025
Q3 		$363K Buy
2,170
+216
+11% +$33.5K 0.16% 81
2025
Q2 		$285K Buy
1,954
+1
+0.1% +$133 0.12% 100
2025
Q1 		$259K Sell
1,953
-16
-0.8% -$2.03K 0.12% 100
2024
Q4 		$228K Hold
1,969
– – 0.13% 88
2024
Q3 		$239K Buy
+1,969
New +$225K 0.13% 86
2020
Q2 		– Sell
-1,193
Closed -$70K – 408
2020
Q1 		$70K Buy
+1,193
New +$101K 0.07% 92

Other funds holding RTX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AdviceOne Advisory Services
AdviceOne Advisory Services Glastonbury, Connecticut $168M AUM 9.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MBE Wealth Management's RTX Position: Q3 2026 in Review

MBE Wealth Management reduced its RTX Corp (RTX) stake by 1.4% in Q3 2026, selling an estimated $6.14K and leaving 2,152 shares worth $400K. The position accounts for 0.14% of the portfolio, ranked #104.

MBE Wealth Management first reported a position in RTX in Q1 2020 and has held it in 10 quarters since. The position peaked at $416K in Q1 2026. 1,558 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • MBE Wealth Management held 2,152 shares of RTX Corp worth $400K as of Q3 2026.
  • MBE Wealth Management sold 30 RTX Corp shares in Q3 2026, an estimated $6.14K.
  • RTX Corp made up 0.14% of MBE Wealth Management's portfolio in Q3 2026, its #104 holding.
  • MBE Wealth Management first reported a position in RTX Corp in Q1 2020 and has held it in 10 quarters since.
  • MBE Wealth Management's RTX Corp position peaked at $416K in Q1 2026.
  • 1,558 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.