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MBL Wealth’s RTX Corp RTX Stock Holding History

MBL 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 		$2.17M Buy
11,424
+139
+1% +$25.5K 0.15% 86
2026
Q1 		$2.18M Sell
11,285
-305
-3% -$60.6K 0.16% 79
2025
Q4 		$2.13M Buy
11,590
+2,519
+28% +$438K 0.17% 83
2025
Q3 		$1.52M Buy
9,071
+189
+2% +$29.3K 0.13% 87
2025
Q2 		$1.3M Buy
8,882
+778
+10% +$104K 0.12% 88
2025
Q1 		$1.07M Buy
8,104
+914
+13% +$116K 0.11% 93
2024
Q4 		$832K Buy
7,190
+2,045
+40% +$247K 0.08% 103
2024
Q3 		$623K Buy
5,145
+31
+0.6% +$3.54K 0.07% 125
2024
Q2 		$513K Buy
5,114
+74
+1% +$7.65K 0.06% 126
2024
Q1 		$492K Buy
5,040
+491
+11% +$44.3K 0.06% 132
2023
Q4 		$383K Sell
4,549
-17
-0.4% -$1.34K 0.05% 127
2023
Q3 		$329K Sell
4,566
-484
-10% -$41.5K 0.05% 135
2023
Q2 		$495K Sell
5,050
-218
-4% -$21.3K 0.07% 109
2023
Q1 		$516K Buy
5,268
+404
+8% +$39.8K 0.08% 96
2022
Q4 		$491K Sell
4,864
-100
-2% -$9.41K 0.09% 99
2022
Q3 		$406K Buy
4,964
+2,247
+83% +$203K 0.09% 108
2022
Q2 		$261K Sell
2,717
-1,192
-30% -$115K 0.07% 116
2022
Q1 		$387K Buy
+3,909
New +$370K 0.09% 115
2021
Q1 		$243K Buy
+3,145
New +$230K 0.08% 133

Other funds holding RTX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

MBL Wealth's RTX Position: Q2 2026 in Review

MBL Wealth increased its RTX Corp (RTX) stake by 1.2% in Q2 2026, buying an estimated $25.5K and bringing the position to 11,424 shares worth $2.17M. The position accounts for 0.15% of the portfolio, ranked #86.

MBL Wealth first reported a position in RTX in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.18M in Q1 2026. 1,686 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • MBL Wealth held 11,424 shares of RTX Corp worth $2.17M as of Q2 2026.
  • MBL Wealth bought 139 RTX Corp shares in Q2 2026, an estimated $25.5K.
  • RTX Corp made up 0.15% of MBL Wealth's portfolio in Q2 2026, its #86 holding.
  • MBL Wealth first reported a position in RTX Corp in Q1 2021 and has held it in 19 quarters since.
  • MBL Wealth's RTX Corp position peaked at $2.18M in Q1 2026.
  • 1,686 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.