United Advisor Group’s RTX Corp RTX Stock Holding History

United Advisor 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 Q1	$1.01M	Sell	5,219 -293	-5%	-$58.3K	0.12%	189
2025 Q4	$1.01M	Buy	5,512 +92	+2%	+$16K	0.13%	175
2025 Q3	$907K	Buy	5,420 +1,409	+35%	+$219K	0.12%	175
2025 Q2	$586K	Sell	4,011 -188	-4%	-$25K	0.1%	199
2025 Q1	$556K	Sell	4,199 -1,137	-21%	-$144K	0.11%	172
2024 Q4	$618K	Buy	5,336 +884	+20%	+$107K	0.12%	171
2024 Q3	$539K	Buy	4,452 +445	+11%	+$50.8K	0.12%	176
2024 Q2	$402K	Buy	+4,007	New	+$414K	0.13%	162

Other funds holding RTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Advisor Group's RTX Position: Q1 2026 in Review

United Advisor Group reduced its RTX Corp (RTX) stake by 5.3% in Q1 2026, selling an estimated $58.3K and leaving 5,219 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #189.

United Advisor Group first reported a position in RTX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2025. 3,447 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

United Advisor Group held 5,219 shares of RTX Corp worth $1.01M as of Q1 2026.
United Advisor Group sold 293 RTX Corp shares in Q1 2026, an estimated $58.3K.
RTX Corp made up 0.12% of United Advisor Group's portfolio in Q1 2026, its #189 holding.
United Advisor Group first reported a position in RTX Corp in Q2 2024 and has held it in 8 quarters since.
United Advisor Group's RTX Corp position peaked at $1.01M in Q4 2025.
3,447 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.