Optimize Financial’s RTX Corp RTX Stock Holding History

Optimize Financial’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	–	Sell	-2,521	Closed	-$462K	–	433
2025 Q4	$462K	Buy	2,521 +511	+25%	+$88.8K	0.23%	163
2025 Q3	$336K	Buy	+2,010	New	+$312K	0.18%	240

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

Optimize Financial's RTX Position: Q1 2026 in Review

Optimize Financial sold out of RTX Corp (RTX) in Q1 2026, closing a stake of 2,521 shares — an estimated $462K sold.

Optimize Financial first reported a position in RTX in Q3 2025 and held it in 2 quarters. The position peaked at $462K in Q4 2025. 3,465 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Optimize Financial reported no remaining RTX Corp position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 2,521 RTX Corp shares in Q1 2026, an estimated $462K.
Optimize Financial first reported a position in RTX Corp in Q3 2025 and held it in 2 quarters.
Optimize Financial's RTX Corp position peaked at $462K in Q4 2025.
3,465 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.