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Nvest Wealth Strategies’s RTX Corp RTX Stock Holding History

Nvest Wealth Strategies’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
Q2 		$20.1K Hold
106
– – 0.01% 88
2026
Q1 		$20.4K Hold
106
– – 0.01% 86
2025
Q4 		$19.4K Buy
+106
New +$18.4K 0.01% 86

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nvest Wealth Strategies's RTX Position: Q2 2026 in Review

Nvest Wealth Strategies held its RTX Corp (RTX) position steady in Q2 2026 at 106 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #88.

Nvest Wealth Strategies first reported a position in RTX in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.4K in Q1 2026. 2,293 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Nvest Wealth Strategies held 106 shares of RTX Corp worth $20.1K as of Q2 2026.
  • Nvest Wealth Strategies left its RTX Corp share count unchanged in Q2 2026.
  • RTX Corp made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #88 holding.
  • Nvest Wealth Strategies first reported a position in RTX Corp in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's RTX Corp position peaked at $20.4K in Q1 2026.
  • 2,293 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.