McCarter Private Wealth Services’s RTX Corp RTX Stock Holding History

McCarter Private Wealth Services’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	$4.97M	Sell	26,170 -1,306	-5%	-$240K	1.71%	15
2026 Q1	$5.3M	Buy	27,476 +623	+2%	+$124K	2.3%	11
2025 Q4	$4.92M	Buy	26,853 +1,064	+4%	+$185K	2.21%	12
2025 Q3	$4.32M	Sell	25,789 -132	-0.5%	-$20.5K	2.21%	12
2025 Q2	$3.78M	Sell	25,921 -972	-4%	-$130K	2.16%	12
2025 Q1	$3.56M	Sell	26,893 -231	-0.9%	-$29.3K	2.33%	13
2024 Q4	$3.14M	Sell	27,124 -294	-1%	-$35.5K	1.99%	16
2024 Q3	$3.32M	Buy	+27,418	New	+$3.13M	2.1%	13

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

McCarter Private Wealth Services's RTX Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its RTX Corp (RTX) stake by 4.8% in Q2 2026, selling an estimated $240K and leaving 26,170 shares worth $4.97M. The position accounts for 1.71% of the portfolio, ranked #15.

McCarter Private Wealth Services first reported a position in RTX in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.3M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

McCarter Private Wealth Services held 26,170 shares of RTX Corp worth $4.97M as of Q2 2026.
McCarter Private Wealth Services sold 1,306 RTX Corp shares in Q2 2026, an estimated $240K.
RTX Corp made up 1.71% of McCarter Private Wealth Services's portfolio in Q2 2026, its #15 holding.
McCarter Private Wealth Services first reported a position in RTX Corp in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's RTX Corp position peaked at $5.3M in Q1 2026.
3,446 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.