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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McCarter Private Wealth Services's RTX Position: Q1 2026 in Review

McCarter Private Wealth Services increased its RTX Corp (RTX) stake by 2.3% in Q1 2026, buying an estimated $124K and bringing the position to 27,476 shares worth $5.3M. The position accounts for 2.3% of the portfolio, ranked #11.

McCarter Private Wealth Services first reported a position in RTX in Q3 2024 and has held it in 7 quarters since. 3,447 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

McCarter Private Wealth Services held 27,476 shares of RTX Corp worth $5.3M as of Q1 2026.
McCarter Private Wealth Services bought 623 RTX Corp shares in Q1 2026, an estimated $124K.
RTX Corp made up 2.3% of McCarter Private Wealth Services's portfolio in Q1 2026, its #11 holding.
McCarter Private Wealth Services first reported a position in RTX Corp in Q3 2024 and has held it in 7 quarters since.
3,447 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.