Naviter Wealth’s RTX Corp RTX Stock Holding History

Naviter 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 Q1	$3.45M	Sell	17,866 -577	-3%	-$115K	0.43%	49
2025 Q4	$3.38M	Sell	18,443 -3,062	-14%	-$532K	0.44%	49
2025 Q3	$3.6M	Buy	21,505 +1,337	+7%	+$208K	0.42%	57
2025 Q2	$2.94M	Buy	20,168 +347	+2%	+$46.2K	0.36%	68
2025 Q1	$2.61M	Buy	19,821 +75	+0.4%	+$9.51K	0.32%	79
2024 Q4	$2.29M	Buy	19,746 +553	+3%	+$66.8K	0.28%	96
2024 Q3	$2.33M	Sell	19,193 -289	-1%	-$33K	0.32%	81
2024 Q2	$1.96M	Buy	19,482 +480	+3%	+$49.6K	0.29%	96
2024 Q1	$1.85M	Buy	19,002 +1,035	+6%	+$93.4K	0.3%	95
2023 Q4	$1.51M	Buy	17,967 +5,941	+49%	+$470K	0.3%	89
2023 Q3	$866K	Sell	12,026 -1,029	-8%	-$88.1K	0.21%	121
2023 Q2	$1.28M	Buy	13,055 +1,351	+12%	+$132K	0.33%	80
2023 Q1	$1.15M	Buy	11,704 +1,763	+18%	+$174K	0.4%	69
2022 Q4	$989K	Sell	9,941 -301	-3%	-$28.3K	0.27%	90
2022 Q3	$838K	Buy	10,242 +1,517	+17%	+$137K	0.34%	65
2022 Q2	$839K	Buy	+8,725	New	+$839K	0.34%	68

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

Naviter Wealth's RTX Position: Q1 2026 in Review

Naviter Wealth reduced its RTX Corp (RTX) stake by 3.1% in Q1 2026, selling an estimated $115K and leaving 17,866 shares worth $3.45M. The position accounts for 0.43% of the portfolio, ranked #49.

Naviter Wealth first reported a position in RTX in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.6M in Q3 2025. 3,449 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Naviter Wealth held 17,866 shares of RTX Corp worth $3.45M as of Q1 2026.
Naviter Wealth sold 577 RTX Corp shares in Q1 2026, an estimated $115K.
RTX Corp made up 0.43% of Naviter Wealth's portfolio in Q1 2026, its #49 holding.
Naviter Wealth first reported a position in RTX Corp in Q2 2022 and has held it in 16 quarters since.
Naviter Wealth's RTX Corp position peaked at $3.6M in Q3 2025.
3,449 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.