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Sequoia Financial Advisors’s RTX Corp RTX Stock Holding History

Sequoia Financial 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 		$114M Sell
601,888
-22,453
-4% -$4.12M 0.57% 37
2026
Q1 		$120M Buy
624,341
+9,227
+2% +$1.83M 0.67% 33
2025
Q4 		$113M Sell
615,114
-103
-0% -$17.9K 0.63% 33
2025
Q3 		$103M Buy
615,217
+8,664
+1% +$1.34M 0.63% 35
2025
Q2 		$88.6M Buy
606,553
+61,106
+11% +$8.14M 0.61% 34
2025
Q1 		$72.2M Buy
545,447
+12,392
+2% +$1.57M 0.56% 38
2024
Q4 		$61.7M Buy
533,055
+45,597
+9% +$5.51M 0.59% 34
2024
Q3 		$59.1M Buy
487,458
+28,818
+6% +$3.29M 0.63% 31
2024
Q2 		$46M Buy
458,640
+35,887
+8% +$3.71M 0.55% 38
2024
Q1 		$41.2M Buy
422,753
+205,868
+95% +$18.6M 0.51% 42
2023
Q4 		$18.2M Buy
216,885
+195,628
+920% +$15.5M 0.23% 91
2023
Q3 		$1.53M Sell
21,257
-4,160
-16% -$356K 0.03% 270
2023
Q2 		$2.49M Sell
25,417
-3,110
-11% -$304K 0.04% 212
2023
Q1 		$2.79M Sell
28,527
-232
-0.8% -$22.9K 0.06% 180
2022
Q4 		$2.9M Buy
28,759
+9,527
+50% +$896K 0.07% 167
2022
Q3 		$1.57M Sell
19,232
-6,111
-24% -$553K 0.05% 175
2022
Q2 		$2.44M Sell
25,343
-4,339
-15% -$417K 0.07% 154
2022
Q1 		$2.94M Sell
29,682
-69,555
-70% -$6.59M 0.07% 151
2021
Q4 		$8.54M Buy
99,237
+71,511
+258% +$6.23M 0.23% 87
2021
Q3 		$2.38M Sell
27,726
-72,210
-72% -$6.18M 0.24% 66
2021
Q2 		$8.53M Sell
99,936
-41,237
-29% -$3.47M 0.31% 58
2021
Q1 		$10.9M Buy
141,173
+115,167
+443% +$8.41M 0.46% 36
2020
Q4 		$1.86M Buy
26,006
+397
+2% +$26.1K 0.09% 128
2020
Q3 		$1.47M Buy
25,609
+837
+3% +$51K 0.08% 134
2020
Q2 		$1.53M Sell
24,772
-9,504
-28% -$593K 0.09% 112
2020
Q1 		$2.04M Sell
34,276
-890
-3% -$75.3K 0.15% 76
2019
Q4 		$3.31M Buy
35,166
+1,630
+5% +$148K 0.21% 66
2019
Q3 		$2.88M Sell
33,536
-1,721
-5% -$143K 0.21% 64
2019
Q2 		$2.89M Buy
35,257
+1,268
+4% +$106K 0.21% 65
2019
Q1 		$2.76M Buy
33,989
+24,663
+264% +$1.87M 0.23% 64
2018
Q4 		$625K Buy
9,326
+78
+0.8% +$6.12K 0.07% 129
2018
Q3 		$814K Sell
9,248
-259
-3% -$21.8K 0.08% 123
2018
Q2 		$748K Buy
9,507
+165
+2% +$12.9K 0.08% 121
2018
Q1 		$740K Buy
9,342
+1,459
+19% +$120K 0.08% 126
2017
Q4 		$633K Buy
7,883
+187
+2% +$14.2K 0.07% 142
2017
Q3 		$562K Buy
7,696
+782
+11% +$57.9K 0.07% 142
2017
Q2 		$531K Hold
6,914
– – 0.07% 142
2017
Q1 		$488K Buy
6,914
+334
+5% +$23.4K 0.06% 140
2016
Q4 		$454K Buy
6,580
+283
+4% +$18.8K 0.06% 146
2016
Q3 		$403K Sell
6,297
-320
-5% -$21.2K 0.08% 133
2016
Q2 		$427K Buy
6,617
+369
+6% +$23.6K 0.12% 127
2016
Q1 		$394K Buy
6,248
+1,591
+34% +$92.3K 0.13% 111
2015
Q4 		$282K Buy
+4,657
New +$282K 0.11% 135
2015
Q3 		– Sell
-3,799
Closed -$265K – 192
2015
Q2 		$265K Buy
3,799
+235
+7% +$17.2K 0.11% 149
2015
Q1 		$263K Buy
+3,564
New +$266K 0.12% 144

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

Sequoia Financial Advisors's RTX Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its RTX Corp (RTX) stake by 3.6% in Q2 2026, selling an estimated $4.12M and leaving 601,888 shares worth $114M. The position accounts for 0.57% of the portfolio, ranked #37.

Sequoia Financial Advisors first reported a position in RTX in Q1 2015 and has held it in 45 quarters since. The position peaked at $120M in Q1 2026. 3,423 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Sequoia Financial Advisors held 601,888 shares of RTX Corp worth $114M as of Q2 2026.
  • Sequoia Financial Advisors sold 22,453 RTX Corp shares in Q2 2026, an estimated $4.12M.
  • RTX Corp made up 0.57% of Sequoia Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • Sequoia Financial Advisors first reported a position in RTX Corp in Q1 2015 and has held it in 45 quarters since.
  • Sequoia Financial Advisors's RTX Corp position peaked at $120M in Q1 2026.
  • 3,423 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.