OFA
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Oak Family Advisors’s RTX Corp RTX Stock Holding History

Oak Family Advisors’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 		$193K Buy
1,000
+400
+67% +$79.5K 0.05% 101
2025
Q4 		$110K Buy
+600
New +$104K 0.03% 107
2025
Q3 		– Sell
-1,400
Closed -$204K – 117
2025
Q2 		$204K Hold
1,400
– – 0.06% 93
2025
Q1 		$185K Buy
+1,400
New +$178K 0.06% 91

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

Oak Family Advisors's RTX Position: Q1 2026 in Review

Oak Family Advisors reduced its RTX Corp (RTX) stake by 8.6% in Q1 2026, selling an estimated $721K and leaving 38,569 shares worth $7.44M. The position accounts for 2.09% of the portfolio, ranked #18.

Oak Family Advisors first reported a position in RTX in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.06M in Q3 2024. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Oak Family Advisors held 38,569 shares of RTX Corp worth $7.44M as of Q1 2026.
  • Oak Family Advisors sold 3,626 RTX Corp shares in Q1 2026, an estimated $721K.
  • RTX Corp made up 2.09% of Oak Family Advisors's portfolio in Q1 2026, its #18 holding.
  • Oak Family Advisors first reported a position in RTX Corp in Q1 2023 and has held it in 13 quarters since.
  • Oak Family Advisors's RTX Corp position peaked at $9.06M in Q3 2024.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.