NW
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NewEdge Wealth’s RTX Corp RTX Stock Holding History

NewEdge 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 		$8.07M Sell
41,825
-6,092
-13% -$1.21M 0.1% 151
2025
Q4 		$8.79M Buy
47,917
+12,534
+35% +$2.18M 0.1% 151
2025
Q3 		$6.16M Buy
35,383
+3,565
+11% +$553K 0.09% 176
2025
Q2 		$4.96M Buy
31,818
+19
+0.1% +$2.53K 0.08% 199
2025
Q1 		$4.21M Buy
31,799
+1,145
+4% +$145K 0.08% 211
2024
Q4 		$3.55M Sell
30,654
-2,938
-9% -$355K 0.06% 244
2024
Q3 		$4.07M Buy
33,592
+8,287
+33% +$945K 0.07% 224
2024
Q2 		$2.54M Sell
25,305
-1,010
-4% -$104K 0.06% 283
2024
Q1 		$2.68M Sell
26,315
-3,462
-12% -$313K 0.06% 271
2023
Q4 		$2.51M Buy
29,777
+4,828
+19% +$382K 0.06% 263
2023
Q3 		$1.8M Sell
24,949
-7,251
-23% -$621K 0.06% 277
2023
Q2 		$3.15M Buy
32,200
+13,263
+70% +$1.3M 0.11% 183
2023
Q1 		$1.85M Sell
18,937
-53
-0.3% -$5.22K 0.07% 231
2022
Q4 		$1.92M Buy
18,990
+5,729
+43% +$539K 0.08% 215
2022
Q3 		$1.09M Sell
13,261
-3,004
-18% -$272K 0.05% 267
2022
Q2 		$1.56M Buy
16,265
+5,853
+56% +$563K 0.07% 220
2022
Q1 		$1.03M Buy
10,412
+669
+7% +$63.4K 0.05% 220
2021
Q4 		$839K Buy
9,743
+4,320
+80% +$376K 0.04% 245
2021
Q3 		$466K Sell
5,423
-3,605
-40% -$308K 0.03% 223
2021
Q2 		$770K Sell
9,028
-44,654
-83% -$3.76M 0.06% 191
2021
Q1 		$4.15M Buy
53,682
+39,674
+283% +$2.9M 0.41% 73
2020
Q4 		$1M Buy
+14,008
New +$921K 0.31% 83

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

NewEdge Wealth's RTX Position: Q1 2026 in Review

NewEdge Wealth reduced its RTX Corp (RTX) stake by 13% in Q1 2026, selling an estimated $1.21M and leaving 41,825 shares worth $8.07M. The position accounts for 0.1% of the portfolio, ranked #151.

NewEdge Wealth first reported a position in RTX in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.79M in Q4 2025. 3,446 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • NewEdge Wealth held 41,825 shares of RTX Corp worth $8.07M as of Q1 2026.
  • NewEdge Wealth sold 6,092 RTX Corp shares in Q1 2026, an estimated $1.21M.
  • RTX Corp made up 0.1% of NewEdge Wealth's portfolio in Q1 2026, its #151 holding.
  • NewEdge Wealth first reported a position in RTX Corp in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's RTX Corp position peaked at $8.79M in Q4 2025.
  • 3,446 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.