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SageView Advisory Group’s RTX Corp RTX Stock Holding History

SageView Advisory 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
2025
Q4 		$2.35M Sell
12,824
-2,475
-16% -$430K 0.08% 136
2025
Q3 		$2.56M Buy
15,299
+20
+0.1% +$3.1K 0.09% 136
2025
Q2 		$2.38M Sell
15,279
-121
-0.8% -$16.1K 0.09% 121
2025
Q1 		$2.04M Buy
15,400
+1,367
+10% +$173K 0.09% 127
2024
Q4 		$1.62M Buy
14,033
+2,099
+18% +$254K 0.07% 149
2024
Q3 		$1.45M Sell
11,934
-5,055
-30% -$577K 0.07% 145
2024
Q2 		$1.71M Buy
16,989
+16,413
+2,849% +$1.7M 0.08% 143
2024
Q1 		$229K Sell
576
-15,810
-96% -$1.43M 0.01% 485
2023
Q4 		$1.48M Buy
+16,386
New +$1.3M 0.06% 193
2023
Q3 		– Sell
-10,939
Closed -$1.07M – 547
2023
Q2 		$1.07M Buy
10,939
+3,776
+53% +$370K 0.06% 213
2023
Q1 		$701K Sell
7,163
-524
-7% -$51.6K 0.04% 261
2022
Q4 		$776K Buy
+7,687
New +$723K 0.06% 183

Other funds holding RTX

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

SageView Advisory Group's RTX Position: Q4 2025 in Review

SageView Advisory Group reduced its RTX Corp (RTX) stake by 16% in Q4 2025, selling an estimated $430K and leaving 12,824 shares worth $2.35M. The position accounts for 0.08% of the portfolio, ranked #136.

SageView Advisory Group first reported a position in RTX in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.56M in Q3 2025. 3,357 funds tracked by Wall St. Rank hold RTX as of Q4 2025.

  • SageView Advisory Group held 12,824 shares of RTX Corp worth $2.35M as of Q4 2025.
  • SageView Advisory Group sold 2,475 RTX Corp shares in Q4 2025, an estimated $430K.
  • RTX Corp made up 0.08% of SageView Advisory Group's portfolio in Q4 2025, its #136 holding.
  • SageView Advisory Group first reported a position in RTX Corp in Q4 2022 and has held it in 12 quarters since.
  • SageView Advisory Group's RTX Corp position peaked at $2.56M in Q3 2025.
  • 3,357 funds tracked by Wall St. Rank held RTX Corp as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.