UCFA
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United Capital Financial Advisors’s RTX Corp RTX Stock Holding History

United Capital Financial Advisors’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
2022
Q2 		– Sell
-3,500
Closed -$347K – 1186
2022
Q1 		$347K Buy
3,500
+3,465
+9,900% +$328K ﹤0.01% 950
2021
Q4 		$301K Sell
35
-3,465
-99% -$302K ﹤0.01% 1024
2021
Q3 		$301K Hold
3,500
– – ﹤0.01% 1008
2021
Q2 		$299K Buy
+3,500
New +$295K ﹤0.01% 1025

Other funds holding RTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.