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UP Strategic Wealth Investment Advisors’s RTX Corp RTX Stock Holding History

UP Strategic Wealth Investment 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
2026
Q1 		$430K Sell
2,434
-69
-3% -$13.7K 0.27% 58
2025
Q4 		$497K Hold
2,503
– – 0.36% 47
2025
Q3 		$393K Sell
2,503
-572
-19% -$88.8K 0.29% 51
2025
Q2 		$449K Sell
3,075
-193
-6% -$25.7K 0.35% 45
2025
Q1 		$433K Buy
3,268
+1,026
+46% +$130K 0.38% 47
2024
Q4 		$259K Sell
2,242
-544
-20% -$65.7K 0.26% 63
2024
Q3 		$338K Buy
2,786
+629
+29% +$71.7K 0.38% 50
2024
Q2 		$217K Buy
+2,157
New +$223K 0.33% 56

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

UP Strategic Wealth Investment Advisors's RTX Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its RTX Corp (RTX) stake by 2.8% in Q1 2026, selling an estimated $13.7K and leaving 2,434 shares worth $430K. The position accounts for 0.27% of the portfolio, ranked #58.

UP Strategic Wealth Investment Advisors first reported a position in RTX in Q2 2024 and has held it in 8 quarters since. The position peaked at $497K in Q4 2025. 3,448 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 2,434 shares of RTX Corp worth $430K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors sold 69 RTX Corp shares in Q1 2026, an estimated $13.7K.
  • RTX Corp made up 0.27% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #58 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in RTX Corp in Q2 2024 and has held it in 8 quarters since.
  • UP Strategic Wealth Investment Advisors's RTX Corp position peaked at $497K in Q4 2025.
  • 3,448 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.