N.E.W. Advisory Services’s RTX Corp RTX Stock Holding History

N.E.W. Advisory 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	$1.05M	Buy	5,461 +154	+3%	+$30.6K	0.08%	91
2025 Q4	$973K	Buy	5,307 +178	+3%	+$30.9K	0.07%	95
2025 Q3	$858K	Buy	5,129 +3	+0.1%	+$466	0.08%	85
2025 Q2	$748K	Sell	5,126 -581	-10%	-$77.4K	0.07%	92
2025 Q1	$756K	Buy	5,707 +1,819	+47%	+$231K	0.06%	101
2024 Q4	$450K	Buy	3,888 +201	+5%	+$24.3K	0.04%	121
2024 Q3	$447K	Buy	3,687 +644	+21%	+$73.4K	0.04%	123
2024 Q2	$305K	Buy	3,043 +988	+48%	+$102K	0.03%	138
2024 Q1	$200K	Sell	2,055 -2,828	-58%	-$255K	0.02%	168
2023 Q4	$411K	Buy	4,883 +92	+2%	+$7.28K	0.05%	113
2023 Q3	$345K	Hold	4,791	–	–	0.05%	114
2023 Q2	$469K	Buy	4,791 +102	+2%	+$9.99K	0.07%	84
2023 Q1	$459K	Buy	4,689 +155	+3%	+$15.3K	0.07%	88
2022 Q4	$458K	Buy	+4,534	New	+$426K	0.07%	84

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

N.E.W. Advisory Services's RTX Position: Q1 2026 in Review

N.E.W. Advisory Services increased its RTX Corp (RTX) stake by 2.9% in Q1 2026, buying an estimated $30.6K and bringing the position to 5,461 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #91.

N.E.W. Advisory Services first reported a position in RTX in Q4 2022 and has held it in 14 quarters since. 3,453 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

N.E.W. Advisory Services held 5,461 shares of RTX Corp worth $1.05M as of Q1 2026.
N.E.W. Advisory Services bought 154 RTX Corp shares in Q1 2026, an estimated $30.6K.
RTX Corp made up 0.08% of N.E.W. Advisory Services's portfolio in Q1 2026, its #91 holding.
N.E.W. Advisory Services first reported a position in RTX Corp in Q4 2022 and has held it in 14 quarters since.
3,453 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.