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Roehl & Yi Investment Advisors’s RTX Corp RTX Stock Holding History

Roehl & Yi Investment 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 		$587K Sell
21,901
-34
-0.2% -$6.24K 0.19% 104
2026
Q1 		$603K Sell
21,935
-1,096
-5% -$218K 0.23% 89
2025
Q4 		$775K Sell
23,031
-9
-0% -$1.56K 0.31% 72
2025
Q3 		$710K Buy
23,040
+18,714
+433% +$2.9M 0.31% 71
2025
Q2 		$632K Buy
4,326
+5
+0.1% +$666 0.32% 71
2025
Q1 		$572K Buy
4,321
+170
+4% +$21.6K 0.31% 78
2024
Q4 		$480K Buy
+4,151
New +$501K 0.26% 87

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Roehl & Yi Investment Advisors's RTX Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its RTX Corp (RTX) stake by 0.16% in Q2 2026, selling an estimated $6.24K and leaving 21,901 shares worth $587K. The position accounts for 0.19% of the portfolio, ranked #104.

Roehl & Yi Investment Advisors first reported a position in RTX in Q4 2024 and has held it in 7 quarters since. The position peaked at $775K in Q4 2025. 3,441 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Roehl & Yi Investment Advisors held 21,901 shares of RTX Corp worth $587K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 34 RTX Corp shares in Q2 2026, an estimated $6.24K.
  • RTX Corp made up 0.19% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #104 holding.
  • Roehl & Yi Investment Advisors first reported a position in RTX Corp in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's RTX Corp position peaked at $775K in Q4 2025.
  • 3,441 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.