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Rockline Wealth Management’s RTX Corp RTX Stock Holding History

Rockline Wealth Management’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 		$6.91M Sell
36,424
-55
-0.2% -$10.1K 1.32% 24
2026
Q1 		$7.04M Sell
36,479
-974
-3% -$194K 1.53% 17
2025
Q4 		$6.87M Buy
37,453
+336
+0.9% +$58.4K 1.4% 18
2025
Q3 		$6.21M Buy
37,117
+1,600
+5% +$248K 1.29% 19
2025
Q2 		$5.19M Buy
35,517
+541
+2% +$72.1K 1.23% 20
2025
Q1 		$4.63M Buy
34,976
+1,149
+3% +$146K 1.29% 23
2024
Q4 		$3.91M Buy
33,827
+2,151
+7% +$260K 1.05% 32
2024
Q3 		$3.84M Buy
31,676
+1,167
+4% +$133K 1.08% 28
2024
Q2 		$3.06M Buy
30,509
+827
+3% +$85.5K 0.95% 33
2024
Q1 		$2.89M Buy
29,682
+702
+2% +$63.4K 1.01% 34
2023
Q4 		$2.44M Buy
+28,980
New +$2.29M 1.01% 38

Other funds holding RTX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Rockline Wealth Management's RTX Position: Q2 2026 in Review

Rockline Wealth Management reduced its RTX Corp (RTX) stake by 0.15% in Q2 2026, selling an estimated $10.1K and leaving 36,424 shares worth $6.91M. The position accounts for 1.32% of the portfolio, ranked #24.

Rockline Wealth Management first reported a position in RTX in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.04M in Q1 2026. 1,872 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Rockline Wealth Management held 36,424 shares of RTX Corp worth $6.91M as of Q2 2026.
  • Rockline Wealth Management sold 55 RTX Corp shares in Q2 2026, an estimated $10.1K.
  • RTX Corp made up 1.32% of Rockline Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Rockline Wealth Management first reported a position in RTX Corp in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's RTX Corp position peaked at $7.04M in Q1 2026.
  • 1,872 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.