NPFS
RTX icon

Novak & Powell Financial Services’s RTX Corp RTX Stock Holding History

Novak & Powell Financial 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 		$213K Hold
1,104
– – 0.11% 153
2025
Q4 		$202K Buy
+1,104
New +$192K 0.11% 156

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

Novak & Powell Financial Services's RTX Position: Q1 2026 in Review

Novak & Powell Financial Services held its RTX Corp (RTX) position steady in Q1 2026 at 1,104 shares worth $213K. The position accounts for 0.11% of the portfolio, ranked #153.

Novak & Powell Financial Services first reported a position in RTX in Q4 2025 and has held it in 2 quarters since. 3,449 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Novak & Powell Financial Services held 1,104 shares of RTX Corp worth $213K as of Q1 2026.
  • Novak & Powell Financial Services left its RTX Corp share count unchanged in Q1 2026.
  • RTX Corp made up 0.11% of Novak & Powell Financial Services's portfolio in Q1 2026, its #153 holding.
  • Novak & Powell Financial Services first reported a position in RTX Corp in Q4 2025 and has held it in 2 quarters since.
  • 3,449 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.