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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
2026
Q2 		$1.81M Sell
9,532
-2,086
-18% -$383K 0.06% 165
2026
Q1 		$2.24M Sell
11,618
-1,206
-9% -$240K 0.08% 128
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

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

SageView Advisory Group's RTX Position: Q2 2026 in Review

SageView Advisory Group reduced its RTX Corp (RTX) stake by 18% in Q2 2026, selling an estimated $383K and leaving 9,532 shares worth $1.81M. The position accounts for 0.06% of the portfolio, ranked #165.

SageView Advisory Group first reported a position in RTX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.56M in Q3 2025. 3,454 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • SageView Advisory Group held 9,532 shares of RTX Corp worth $1.81M as of Q2 2026.
  • SageView Advisory Group sold 2,086 RTX Corp shares in Q2 2026, an estimated $383K.
  • RTX Corp made up 0.06% of SageView Advisory Group's portfolio in Q2 2026, its #165 holding.
  • SageView Advisory Group first reported a position in RTX Corp in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's RTX Corp position peaked at $2.56M in Q3 2025.
  • 3,454 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.