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Oxford Financial Group’s RTX Corp RTX Stock Holding History

Oxford Financial Group’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 		$832K Sell
4,313
-225
-5% -$44.7K 0.04% 114
2025
Q4 		$832K Sell
4,538
-704
-13% -$122K 0.05% 102
2025
Q3 		$877K Buy
5,242
+944
+22% +$147K 0.05% 100
2025
Q2 		$628K Sell
4,298
-186
-4% -$24.8K 0.04% 116
2025
Q1 		$594K Buy
4,484
+36
+0.8% +$4.56K 0.04% 116
2024
Q4 		$515K Sell
4,448
-213
-5% -$25.7K 0.03% 140
2024
Q3 		$565K Sell
4,661
-971
-17% -$111K 0.04% 130
2024
Q2 		$565K Buy
5,632
+1,232
+28% +$127K 0.04% 137
2024
Q1 		$429K Buy
4,400
+67
+2% +$6.05K 0.03% 147
2023
Q4 		$365K Sell
4,333
-1,480
-25% -$117K 0.03% 163
2023
Q3 		$418K Sell
5,813
-1,004
-15% -$86K 0.04% 145
2023
Q2 		$668K Buy
6,817
+1,582
+30% +$155K 0.06% 108
2023
Q1 		$513K Sell
5,235
-30
-0.6% -$2.96K 0.06% 110
2022
Q4 		$531K Buy
5,265
+338
+7% +$31.8K 0.06% 105
2022
Q3 		$403K Sell
4,927
-72
-1% -$6.52K 0.06% 118
2022
Q2 		$480K Sell
4,999
-30
-0.6% -$2.88K 0.07% 108
2022
Q1 		$498K Buy
5,029
+250
+5% +$23.7K 0.06% 115
2021
Q4 		$411K Buy
4,779
+64
+1% +$5.58K 0.05% 138
2021
Q3 		$405K Buy
4,715
+388
+9% +$33.2K 0.05% 126
2021
Q2 		$369K Hold
4,327
– – 0.05% 129
2021
Q1 		$334K Sell
4,327
-102
-2% -$7.44K 0.05% 135
2020
Q4 		$317K Buy
4,429
+102
+2% +$6.71K 0.05% 144
2020
Q3 		$249K Sell
4,327
-1,941
-31% -$118K 0.04% 143
2020
Q2 		$386K Buy
+6,268
New +$391K 0.07% 108

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

Oxford Financial Group's RTX Position: Q1 2026 in Review

Oxford Financial Group reduced its RTX Corp (RTX) stake by 5% in Q1 2026, selling an estimated $44.7K and leaving 4,313 shares worth $832K. The position accounts for 0.04% of the portfolio, ranked #114.

Oxford Financial Group first reported a position in RTX in Q2 2020 and has held it in 24 quarters since. The position peaked at $877K in Q3 2025. 3,450 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Oxford Financial Group held 4,313 shares of RTX Corp worth $832K as of Q1 2026.
  • Oxford Financial Group sold 225 RTX Corp shares in Q1 2026, an estimated $44.7K.
  • RTX Corp made up 0.04% of Oxford Financial Group's portfolio in Q1 2026, its #114 holding.
  • Oxford Financial Group first reported a position in RTX Corp in Q2 2020 and has held it in 24 quarters since.
  • Oxford Financial Group's RTX Corp position peaked at $877K in Q3 2025.
  • 3,450 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.