United Capital Financial Advisors’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40.6M | Sell |
210,449
-20,597
| -9% | -$4.1M | 0.25% | 78 |
|
|
2025
Q4 | $42.4M | Buy |
231,046
+3,896
| +2% | +$677K | 0.26% | 79 |
|
|
2025
Q3 | $38M | Sell |
227,150
-28,584
| -11% | -$4.44M | 0.27% | 77 |
|
|
2025
Q2 | $37.3M | Sell |
255,734
-29,230
| -10% | -$3.89M | 0.3% | 73 |
|
|
2025
Q1 | $37.7M | Sell |
284,964
-69,266
| -20% | -$8.78M | 0.32% | 70 |
|
|
2024
Q4 | $41M | Buy |
354,230
+32,309
| +10% | +$3.9M | 0.35% | 64 |
|
|
2024
Q3 | $39M | Buy |
321,921
+5,080
| +2% | +$579K | 0.32% | 69 |
|
|
2024
Q2 | $31.8M | Sell |
316,841
-16,418
| -5% | -$1.7M | 0.27% | 74 |
|
|
2024
Q1 | $32.5M | Sell |
333,259
-17,696
| -5% | -$1.6M | 0.27% | 84 |
|
|
2023
Q4 | $29.5M | Sell |
350,955
-225,981
| -39% | -$17.9M | 0.25% | 95 |
|
|
2023
Q3 | $41.5M | Sell |
576,936
-68,876
| -11% | -$5.9M | 0.27% | 79 |
|
|
2023
Q2 | $63.3M | Sell |
645,812
-1,428
| -0.2% | -$140K | 0.34% | 58 |
|
|
2023
Q1 | $63.4M | Sell |
647,240
-29,474
| -4% | -$2.9M | 0.35% | 55 |
|
|
2022
Q4 | $68.3M | Sell |
676,714
-20,207
| -3% | -$1.9M | 0.38% | 51 |
|
|
2022
Q3 | $57M | Sell |
696,921
-7,638
| -1% | -$691K | 0.34% | 61 |
|
|
2022
Q2 | $67.7M | Sell |
704,559
-21,560
| -3% | -$2.07M | 0.37% | 54 |
|
|
2022
Q1 | $71.9M | Sell |
726,119
-25,891
| -3% | -$2.45M | 0.35% | 58 |
|
|
2021
Q4 | $64.7M | Sell |
752,010
-2,339
| -0.3% | -$204K | 0.3% | 66 |
|
|
2021
Q3 | $64.8M | Buy |
754,349
+11,026
| +1% | +$943K | 0.32% | 62 |
|
|
2021
Q2 | $63.4M | Sell |
743,323
-6,910
| -0.9% | -$582K | 0.32% | 65 |
|
|
2021
Q1 | $58M | Sell |
750,233
-20,810
| -3% | -$1.52M | 0.32% | 64 |
|
|
2020
Q4 | $55.1M | Buy |
771,043
+14,418
| +2% | +$948K | 0.33% | 70 |
|
|
2020
Q3 | $43.5M | Buy |
756,625
+72,672
| +11% | +$4.42M | 0.28% | 82 |
|
|
2020
Q2 | $42.1M | Buy |
683,953
+176,465
| +35% | +$11M | 0.31% | 76 |
|
|
2020
Q1 | $27.7M | Sell |
507,488
-9,411
| -2% | -$796K | 0.23% | 95 |
|
|
2019
Q4 | $48.7M | Buy |
516,899
+45,500
| +10% | +$4.13M | 0.31% | 67 |
|
|
2019
Q3 | $40.5M | Sell |
471,399
-31,224
| -6% | -$2.59M | 0.28% | 79 |
|
|
2019
Q2 | $41.2M | Buy |
502,623
+15,042
| +3% | +$1.26M | 0.27% | 85 |
|
|
2019
Q1 | $39.5M | Buy |
487,581
+26,458
| +6% | +$2.01M | 0.28% | 84 |
|
|
2018
Q4 | $30.9M | Buy |
461,123
+1,883
| +0.4% | +$148K | 0.25% | 89 |
|
|
2018
Q3 | $40.4M | Buy |
459,240
+6,362
| +1% | +$534K | 0.28% | 75 |
|
|
2018
Q2 | $35.6M | Sell |
452,878
-1,101
| -0.2% | -$86.2K | 0.27% | 83 |
|
|
2018
Q1 | $35.9M | Buy |
453,979
+31,753
| +8% | +$2.62M | 0.27% | 80 |
|
|
2017
Q4 | $34M | Buy |
422,226
+3,305
| +0.8% | +$251K | 0.27% | 82 |
|
|
2017
Q3 | $30.6M | Buy |
418,921
+31,477
| +8% | +$2.33M | 0.26% | 86 |
|
|
2017
Q2 | $29.8M | Buy |
387,444
+12,435
| +3% | +$931K | 0.27% | 85 |
|
|
2017
Q1 | $26.5M | Buy |
375,009
+40,707
| +12% | +$2.86M | 0.25% | 94 |
|
|
2016
Q4 | $23.1M | Buy |
334,302
+11,358
| +4% | +$753K | 0.22% | 96 |
|
|
2016
Q3 | $20.6M | Buy |
322,944
+20,702
| +7% | +$1.37M | 0.2% | 116 |
|
|
2016
Q2 | $19.6M | Buy |
302,242
+27,002
| +10% | +$1.73M | 0.2% | 106 |
|
|
2016
Q1 | $17.3M | Buy |
275,240
+3,934
| +1% | +$228K | 0.19% | 106 |
|
|
2015
Q4 | $16.4M | Sell |
271,306
-321
| -0.1% | -$19.4K | 0.19% | 110 |
|
|
2015
Q3 | $15.2M | Buy |
271,627
+81,797
| +43% | +$5.04M | 0.18% | 110 |
|
|
2015
Q2 | $13.3M | Sell |
189,830
-1,978
| -1% | -$145K | 0.15% | 155 |
|
|
2015
Q1 | $13.7M | Sell |
191,808
-6,296
| -3% | -$470K | 0.17% | 143 |
|
|
2014
Q4 | $14.3M | Buy |
198,104
+13,681
| +7% | +$933K | 0.21% | 115 |
|
|
2014
Q3 | $12.3M | Buy |
184,423
+23,068
| +14% | +$1.58M | 0.21% | 122 |
|
|
2014
Q2 | $11.7M | Buy |
161,355
+3,474
| +2% | +$256K | 0.22% | 115 |
|
|
2014
Q1 | $11.6M | Sell |
157,881
-5,096
| -3% | -$366K | 0.25% | 94 |
|
|
2013
Q4 | $11.7M | Buy |
162,977
+116,909
| +254% | +$7.97M | 0.4% | 70 |
|
|
2013
Q3 | $3.13M | Sell |
46,068
-113,331
| -71% | -$7.42M | 0.1% | 192 |
|
|
2013
Q2 | $9.32M | Buy |
+159,399
| New | +$9.42M | 0.25% | 106 |
|
Other funds holding RTX
VCM
VPM
United Capital Financial Advisors's RTX Position: Q1 2026 in Review
United Capital Financial Advisors reduced its RTX Corp (RTX) stake by 8.9% in Q1 2026, selling an estimated $4.1M and leaving 210,449 shares worth $40.6M. The position accounts for 0.25% of the portfolio, ranked #78.
United Capital Financial Advisors first reported a position in RTX in Q2 2013 and has held it in 52 quarters since. The position peaked at $71.9M in Q1 2022. 3,451 funds tracked by Wall St. Rank hold RTX as of Q1 2026.
- United Capital Financial Advisors held 210,449 shares of RTX Corp worth $40.6M as of Q1 2026.
- United Capital Financial Advisors sold 20,597 RTX Corp shares in Q1 2026, an estimated $4.1M.
- RTX Corp made up 0.25% of United Capital Financial Advisors's portfolio in Q1 2026, its #78 holding.
- United Capital Financial Advisors first reported a position in RTX Corp in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's RTX Corp position peaked at $71.9M in Q1 2022.
- 3,451 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.