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Moneta Group Investment Advisors’s RTX Corp RTX Stock Holding History

Moneta Group Investment Advisors’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 		$3.97M Sell
20,590
-5,065
-20% -$1.01M 0.03% 191
2025
Q4 		$4.71M Buy
25,655
+164
+0.6% +$28.5K 0.04% 172
2025
Q3 		$4.27M Buy
25,491
+1,461
+6% +$227K 0.03% 173
2025
Q2 		$3.51M Buy
24,030
+4,721
+24% +$629K 0.04% 164
2025
Q1 		$2.56M Sell
19,309
-2,993
-13% -$379K 0.04% 183
2024
Q4 		$2.58M Buy
22,302
+5,137
+30% +$621K 0.04% 182
2024
Q3 		$2.08M Sell
17,165
-889
-5% -$101K 0.03% 194
2024
Q2 		$1.81M Buy
18,054
+1,200
+7% +$124K 0.03% 197
2024
Q1 		$1.64M Buy
16,854
+2,468
+17% +$223K 0.03% 209
2023
Q4 		$1.21M Sell
14,386
-452
-3% -$35.8K 0.02% 215
2023
Q3 		$1.07M Sell
14,838
-998
-6% -$85.5K 0.02% 212
2023
Q2 		$1.55M Buy
15,836
+807
+5% +$79K 0.03% 191
2023
Q1 		$1.47M Buy
15,029
+901
+6% +$88.8K 0.04% 187
2022
Q4 		$1.43M Sell
14,128
-1,337
-9% -$126K 0.04% 179
2022
Q3 		$1.27M Buy
15,465
+66
+0.4% +$5.97K 0.05% 173
2022
Q2 		$1.48M Sell
15,399
-216
-1% -$20.8K 0.05% 171
2022
Q1 		$1.55M Buy
15,615
+1,346
+9% +$128K 0.06% 156
2021
Q4 		$1.23M Sell
14,269
-1,075
-7% -$93.7K 0.05% 183
2021
Q3 		$1.32M Buy
15,344
+410
+3% +$35.1K 0.06% 161
2021
Q2 		$1.27M Sell
14,934
-117
-0.8% -$9.85K 0.06% 171
2021
Q1 		$1.16M Buy
15,051
+6,717
+81% +$490K 0.06% 160
2020
Q4 		$596K Sell
8,334
-303
-4% -$19.9K 0.04% 181
2020
Q3 		$497K Sell
8,637
-435
-5% -$26.5K 0.04% 167
2020
Q2 		$559K Sell
9,072
-8
-0.1% -$499 0.05% 150
2020
Q1 		$539K Buy
9,080
+1,143
+14% +$96.7K 0.06% 146
2019
Q4 		$748K Sell
7,937
-94
-1% -$8.53K 0.06% 139
2019
Q3 		$690K Sell
8,031
-1,695
-17% -$141K 0.06% 145
2019
Q2 		$797K Buy
+9,726
New +$813K 0.08% 125
2018
Q3 		– Sell
-18,224
Closed -$1.43M – 340
2018
Q2 		$1.43M Buy
18,224
+15,068
+477% +$1.18M 0.16% 84
2018
Q1 		$250K Buy
3,156
+444
+16% +$36.7K 0.03% 178
2017
Q4 		$218K Sell
2,712
-50
-2% -$3.8K 0.03% 185
2017
Q3 		$202K Buy
+2,762
New +$204K 0.03% 192
2015
Q4 		– Sell
-787
Closed -$44K – 353
2015
Q3 		$44K Buy
+787
New +$48.4K 0.01% 246
2015
Q2 		– Sell
-7,945
Closed -$586K – 154
2015
Q1 		$586K Buy
7,945
+3,178
+67% +$237K 0.25% 72
2014
Q4 		$345K Hold
4,767
– – 0.17% 103
2014
Q3 		$317K Hold
4,767
– – 0.17% 102
2014
Q2 		$346K Hold
4,767
– – 0.19% 94
2014
Q1 		$351K Hold
4,767
– – 0.21% 83
2013
Q4 		$341K Buy
4,767
+1,192
+33% +$81.2K 0.21% 83
2013
Q3 		$243K Hold
3,575
– – 0.16% 96
2013
Q2 		$209K Buy
+3,575
New +$211K 0.15% 107

Other funds holding RTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moneta Group Investment Advisors's RTX Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its RTX Corp (RTX) stake by 20% in Q1 2026, selling an estimated $1.01M and leaving 20,590 shares worth $3.97M. The position accounts for 0.03% of the portfolio, ranked #191.

Moneta Group Investment Advisors first reported a position in RTX in Q2 2013 and has held it in 41 quarters since. The position peaked at $4.71M in Q4 2025. 3,449 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Moneta Group Investment Advisors held 20,590 shares of RTX Corp worth $3.97M as of Q1 2026.
  • Moneta Group Investment Advisors sold 5,065 RTX Corp shares in Q1 2026, an estimated $1.01M.
  • RTX Corp made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #191 holding.
  • Moneta Group Investment Advisors first reported a position in RTX Corp in Q2 2013 and has held it in 41 quarters since.
  • Moneta Group Investment Advisors's RTX Corp position peaked at $4.71M in Q4 2025.
  • 3,449 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.