SW
RTX icon

Simplicity Wealth’s RTX Corp RTX Stock Holding History

Simplicity Wealth’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 		$17.7M Buy
93,099
+72,496
+352% +$13.3M 0.6% 33
2026
Q1 		$3.97M Buy
20,603
+436
+2% +$86.7K 0.23% 101
2025
Q4 		$3.7M Sell
20,167
-3,932
-16% -$683K 0.22% 103
2025
Q3 		$4.03M Sell
24,099
-8,568
-26% -$1.33M 0.23% 97
2025
Q2 		$4.77M Buy
32,667
+13,088
+67% +$1.74M 0.2% 116
2025
Q1 		$2.59M Buy
19,579
+15,956
+440% +$2.02M 0.2% 125
2024
Q4 		$419K Sell
3,623
-8,265
-70% -$998K 0.09% 187
2024
Q3 		$1.44M Sell
11,888
-36,222
-75% -$4.13M 0.13% 142
2024
Q2 		$4.83M Buy
48,110
+1,194
+3% +$123K 0.11% 186
2024
Q1 		$4.58M Buy
+46,916
New +$4.23M 0.11% 187

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

Simplicity Wealth's RTX Position: Q2 2026 in Review

Simplicity Wealth increased its RTX Corp (RTX) stake by 352% in Q2 2026, buying an estimated $13.3M and bringing the position to 93,099 shares worth $17.7M. The position accounts for 0.6% of the portfolio, ranked #33.

Simplicity Wealth first reported a position in RTX in Q1 2024 and has held it in 10 quarters since. 3,444 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Simplicity Wealth held 93,099 shares of RTX Corp worth $17.7M as of Q2 2026.
  • Simplicity Wealth bought 72,496 RTX Corp shares in Q2 2026, an estimated $13.3M.
  • RTX Corp made up 0.6% of Simplicity Wealth's portfolio in Q2 2026, its #33 holding.
  • Simplicity Wealth first reported a position in RTX Corp in Q1 2024 and has held it in 10 quarters since.
  • 3,444 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.