OakTrust Wealth Advisors’s RTX Corp RTX Stock Holding History

OakTrust Wealth 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 Q2	–	Sell	-1,481	Closed	-$286K	–	71
2026 Q1	$286K	Hold	1,481	–	–	0.26%	49
2025 Q4	$272K	Buy	+1,481	New	+$257K	0.25%	57

Other funds holding RTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OakTrust Wealth Advisors's RTX Position: Q2 2026 in Review

OakTrust Wealth Advisors sold out of RTX Corp (RTX) in Q2 2026, closing a stake of 1,481 shares — an estimated $286K sold.

OakTrust Wealth Advisors first reported a position in RTX in Q4 2025 and held it in 2 quarters. The position peaked at $286K in Q1 2026. 3,427 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

OakTrust Wealth Advisors reported no remaining RTX Corp position as of Q2 2026 after selling out during the quarter.
OakTrust Wealth Advisors sold 1,481 RTX Corp shares in Q2 2026, an estimated $286K.
OakTrust Wealth Advisors first reported a position in RTX Corp in Q4 2025 and held it in 2 quarters.
OakTrust Wealth Advisors's RTX Corp position peaked at $286K in Q1 2026.
3,427 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.