Private Wealth Management Group’s RTX Corp RTX Stock Holding History

Private Wealth Management 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 Q2	$288K	Buy	1,520 +900	+145%	+$165K	0.07%	89
2026 Q1	$120K	Buy	620 +35	+6%	+$6.96K	0.03%	123
2025 Q4	$107K	Hold	585	–	–	0.03%	121
2025 Q3	$97.9K	Hold	585	–	–	0.03%	125
2025 Q2	$85.5K	Buy	585 +40	+7%	+$5.33K	0.03%	128
2025 Q1	$72.2K	Hold	545	–	–	0.03%	135
2024 Q4	$63.1K	Sell	545 -69	-11%	-$8.34K	0.02%	149
2024 Q3	$74.4K	Hold	614	–	–	0.03%	130
2024 Q2	$61.7K	Hold	614	–	–	0.03%	142
2024 Q1	$59.9K	Hold	614	–	–	0.03%	142
2023 Q4	$51.7K	Buy	+614	New	+$48.6K	0.03%	152

Other funds holding RTX

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Wealth Management Group's RTX Position: Q2 2026 in Review

Private Wealth Management Group increased its RTX Corp (RTX) stake by 145% in Q2 2026, buying an estimated $165K and bringing the position to 1,520 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #89.

Private Wealth Management Group first reported a position in RTX in Q4 2023 and has held it in 11 quarters since. 1,824 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Private Wealth Management Group held 1,520 shares of RTX Corp worth $288K as of Q2 2026.
Private Wealth Management Group bought 900 RTX Corp shares in Q2 2026, an estimated $165K.
RTX Corp made up 0.07% of Private Wealth Management Group's portfolio in Q2 2026, its #89 holding.
Private Wealth Management Group first reported a position in RTX Corp in Q4 2023 and has held it in 11 quarters since.
1,824 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.