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 Q2	$975K	Sell	5,137 -82	-2%	-$15K	0.1%	218
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

United Advisor Group's RTX Position: Q2 2026 in Review

United Advisor Group reduced its RTX Corp (RTX) stake by 1.6% in Q2 2026, selling an estimated $15K and leaving 5,137 shares worth $975K. The position accounts for 0.1% of the portfolio, ranked #218.

United Advisor Group first reported a position in RTX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2025. 3,451 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

United Advisor Group held 5,137 shares of RTX Corp worth $975K as of Q2 2026.
United Advisor Group sold 82 RTX Corp shares in Q2 2026, an estimated $15K.
RTX Corp made up 0.1% of United Advisor Group's portfolio in Q2 2026, its #218 holding.
United Advisor Group first reported a position in RTX Corp in Q2 2024 and has held it in 9 quarters since.
United Advisor Group's RTX Corp position peaked at $1.01M in Q4 2025.
3,451 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.