WE
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Wealth Effects’s RTX Corp RTX Stock Holding History

Wealth Effects’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 		$740K Sell
3,900
-696
-15% -$128K 0.2% 94
2026
Q1 		$887K Sell
4,596
-51
-1% -$10.1K 0.31% 67
2025
Q4 		$852K Sell
4,647
-31
-0.7% -$5.38K 0.27% 66
2025
Q3 		$783K Sell
4,678
-30
-0.6% -$4.66K 0.25% 73
2025
Q2 		$687K Sell
4,708
-540
-10% -$72K 0.26% 76
2025
Q1 		$695K Sell
5,248
-275
-5% -$34.9K 0.29% 70
2024
Q4 		$639K Sell
5,523
-1,065
-16% -$129K 0.23% 83
2024
Q3 		$798K Sell
6,588
-1,195
-15% -$136K 0.28% 72
2024
Q2 		$781K Sell
7,783
-75
-1% -$7.75K 0.28% 72
2024
Q1 		$766K Sell
7,858
-245
-3% -$22.1K 0.28% 76
2023
Q4 		$682K Buy
8,103
+730
+10% +$57.8K 0.26% 89
2023
Q3 		$531K Buy
7,373
+656
+10% +$56.2K 0.26% 87
2023
Q2 		$658K Sell
6,717
-446
-6% -$43.7K 0.29% 76
2023
Q1 		$702K Buy
7,163
+625
+10% +$61.6K 0.36% 65
2022
Q4 		$660K Sell
6,538
-435
-6% -$40.9K 0.38% 64
2022
Q3 		$571K Buy
6,973
+615
+10% +$55.7K 0.35% 67
2022
Q2 		$611K Buy
6,358
+2,305
+57% +$222K 0.37% 65
2022
Q1 		$402K Buy
4,053
+201
+5% +$19.1K 0.19% 103
2021
Q4 		$331K Buy
+3,852
New +$336K 0.14% 136

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Effects's RTX Position: Q2 2026 in Review

Wealth Effects reduced its RTX Corp (RTX) stake by 15% in Q2 2026, selling an estimated $128K and leaving 3,900 shares worth $740K. The position accounts for 0.2% of the portfolio, ranked #94.

Wealth Effects first reported a position in RTX in Q4 2021 and has held it in 19 quarters since. The position peaked at $887K in Q1 2026. 3,445 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Wealth Effects held 3,900 shares of RTX Corp worth $740K as of Q2 2026.
  • Wealth Effects sold 696 RTX Corp shares in Q2 2026, an estimated $128K.
  • RTX Corp made up 0.2% of Wealth Effects's portfolio in Q2 2026, its #94 holding.
  • Wealth Effects first reported a position in RTX Corp in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's RTX Corp position peaked at $887K in Q1 2026.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.