Univest Financial’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 | $982K | Buy |
5,093
+236
| +5% | +$46.9K | 0.06% | 155 |
|
|
2025
Q4 | $891K | Buy |
4,857
+13
| +0.3% | +$2.26K | 0.05% | 160 |
|
|
2025
Q3 | $811K | Sell |
4,844
-26
| -0.5% | -$4.04K | 0.05% | 162 |
|
|
2025
Q2 | $711K | Buy |
4,870
+1
| +0% | +$133 | 0.04% | 169 |
|
|
2025
Q1 | $645K | Buy |
4,869
+348
| +8% | +$44.1K | 0.04% | 183 |
|
|
2024
Q4 | $523K | Buy |
4,521
+148
| +3% | +$17.9K | 0.03% | 199 |
|
|
2024
Q3 | $530K | Buy |
+4,373
| New | +$499K | 0.03% | 193 |
|
|
2020
Q2 | – | Sell |
-35,201
| Closed | -$2.09M | – | 107 |
|
|
2020
Q1 | $2.09M | Sell |
35,201
-5,684
| -14% | -$481K | 0.83% | 44 |
|
|
2019
Q4 | $2.82M | Buy |
40,885
+4,867
| +14% | +$442K | 1.19% | 43 |
|
|
2019
Q3 | $3.09M | Buy |
36,018
+215
| +0.6% | +$17.9K | 0.99% | 40 |
|
|
2019
Q2 | $2.93M | Buy |
35,803
+265
| +0.7% | +$22.2K | 0.93% | 43 |
|
|
2019
Q1 | $2.88M | Buy |
35,538
+1,670
| +5% | +$127K | 0.94% | 42 |
|
|
2018
Q4 | $2.27M | Sell |
33,868
-4,476
| -12% | -$351K | 0.84% | 40 |
|
|
2018
Q3 | $3.37M | Sell |
38,344
-575
| -1% | -$48.3K | 1.03% | 40 |
|
|
2018
Q2 | $3.06M | Sell |
38,919
-876
| -2% | -$68.6K | 1.23% | 38 |
|
|
2018
Q1 | $3.15M | Sell |
39,795
-3,187
| -7% | -$263K | 1.36% | 36 |
|
|
2017
Q4 | $3.45M | Sell |
42,982
-156
| -0.4% | -$11.8K | 1.39% | 36 |
|
|
2017
Q3 | $3.15M | Buy |
43,138
+2,475
| +6% | +$183K | 1.33% | 37 |
|
|
2017
Q2 | $3.13M | Sell |
40,663
-368
| -0.9% | -$27.6K | 1.32% | 39 |
|
|
2017
Q1 | $2.9M | Buy |
41,031
+146
| +0.4% | +$10.2K | 1.27% | 42 |
|
|
2016
Q4 | $2.82M | Sell |
40,885
-4,591
| -10% | -$304K | 1.19% | 43 |
|
|
2016
Q3 | $2.91M | Sell |
45,476
-208
| -0.5% | -$13.8K | 1.32% | 40 |
|
|
2016
Q2 | $2.95M | Sell |
45,684
-816
| -2% | -$52.2K | 1.34% | 38 |
|
|
2016
Q1 | $2.93M | Buy |
46,500
+1,150
| +3% | +$66.7K | 1.33% | 40 |
|
|
2015
Q4 | $2.74M | Buy |
45,350
+394
| +0.9% | +$23.8K | 1.25% | 38 |
|
|
2015
Q3 | $2.52M | Buy |
44,956
+4,340
| +11% | +$267K | 1.23% | 41 |
|
|
2015
Q2 | $2.83M | Buy |
40,616
+580
| +1% | +$42.6K | 1.3% | 40 |
|
|
2015
Q1 | $2.95M | Sell |
40,036
-676
| -2% | -$50.5K | 1.33% | 40 |
|
|
2014
Q4 | $2.95M | Buy |
40,712
+711
| +2% | +$48.5K | 1.29% | 43 |
|
|
2014
Q3 | $2.66M | Buy |
40,001
+3,341
| +9% | +$229K | 1.25% | 48 |
|
|
2014
Q2 | $2.66M | Buy |
36,660
+518
| +1% | +$38.1K | 1.25% | 49 |
|
|
2014
Q1 | $2.66M | Buy |
36,142
+19
| +0.1% | +$1.36K | 1.33% | 49 |
|
|
2013
Q4 | $2.59M | Sell |
36,123
-2,512
| -7% | -$171K | 1.28% | 47 |
|
|
2013
Q3 | $2.62M | Sell |
38,635
-1,807
| -4% | -$118K | 1.4% | 41 |
|
|
2013
Q2 | $2.37M | Buy |
+40,442
| New | +$2.39M | 1.3% | 46 |
|
Other funds holding RTX
VCM
VPM
Univest Financial's RTX Position: Q1 2026 in Review
Univest Financial increased its RTX Corp (RTX) stake by 4.9% in Q1 2026, buying an estimated $46.9K and bringing the position to 5,093 shares worth $982K. The position accounts for 0.06% of the portfolio, ranked #155.
Univest Financial first reported a position in RTX in Q2 2013 and has held it in 35 quarters since. The position peaked at $3.45M in Q4 2017. 3,446 funds tracked by Wall St. Rank hold RTX as of Q1 2026.
- Univest Financial held 5,093 shares of RTX Corp worth $982K as of Q1 2026.
- Univest Financial bought 236 RTX Corp shares in Q1 2026, an estimated $46.9K.
- RTX Corp made up 0.06% of Univest Financial's portfolio in Q1 2026, its #155 holding.
- Univest Financial first reported a position in RTX Corp in Q2 2013 and has held it in 35 quarters since.
- Univest Financial's RTX Corp position peaked at $3.45M in Q4 2017.
- 3,446 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.
Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.