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Strategic Wealth Investment Group’s RTX Corp RTX Stock Holding History

Strategic Wealth Investment 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 		– Sell
-1,424
Closed -$238K – 117
2025
Q3 		$238K Buy
+1,424
New +$221K 0.02% 117

Other funds holding RTX

JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Strategic Wealth Investment Group's RTX Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of RTX Corp (RTX) in Q4 2025, closing a stake of 1,424 shares — an estimated $238K sold.

Strategic Wealth Investment Group first reported a position in RTX in Q3 2025 and held it in 1 quarter. The position peaked at $238K in Q3 2025. 3,364 funds tracked by Wall St. Rank hold RTX as of Q4 2025.

  • Strategic Wealth Investment Group reported no remaining RTX Corp position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 1,424 RTX Corp shares in Q4 2025, an estimated $238K.
  • Strategic Wealth Investment Group first reported a position in RTX Corp in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's RTX Corp position peaked at $238K in Q3 2025.
  • 3,364 funds tracked by Wall St. Rank held RTX Corp as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.