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Wealthspire Advisors (New York)’s RTX Corp RTX Stock Holding History

Wealthspire Advisors (New York)’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 		$4.67M Sell
24,192
-1,114
-4% -$221K 0.04% 173
2025
Q4 		$4.64M Buy
25,306
+8,629
+52% +$1.5M 0.04% 167
2025
Q3 		$2.79M Sell
16,677
-1,718
-9% -$267K 0.01% 229
2025
Q2 		$2.69M Buy
18,395
+36
+0.2% +$4.8K 0.02% 237
2025
Q1 		$2.43M Buy
18,359
+1,292
+8% +$164K 0.01% 248
2024
Q4 		$1.97M Buy
17,067
+1,153
+7% +$139K 0.02% 248
2024
Q3 		$1.93M Buy
15,914
+1,196
+8% +$136K 0.02% 260
2024
Q2 		$1.48M Sell
14,718
-3,460
-19% -$358K 0.02% 250
2024
Q1 		$1.77M Sell
18,178
-1,004
-5% -$90.6K 0.02% 219
2023
Q4 		$1.61M Buy
19,182
+1,427
+8% +$113K 0.02% 229
2023
Q3 		$1.28M Sell
17,755
-100
-0.6% -$8.56K 0.02% 239
2023
Q2 		$1.75M Sell
17,855
-1,781
-9% -$174K 0.03% 166
2023
Q1 		$1.92M Sell
19,636
-3,487
-15% -$343K 0.03% 158
2022
Q4 		$2.33M Buy
23,123
+2,340
+11% +$220K 0.04% 138
2022
Q3 		$1.7M Buy
20,783
+9,342
+82% +$846K 0.04% 161
2022
Q2 		$1.1M Buy
11,441
+2,609
+30% +$251K 0.02% 205
2022
Q1 		$875K Sell
8,832
-5,775
-40% -$547K 0.02% 203
2021
Q4 		$1.26M Sell
14,607
-10,954
-43% -$954K 0.03% 201
2021
Q3 		$2.2M Buy
25,561
+15,485
+154% +$1.32M 0.05% 156
2021
Q2 		$860K Sell
10,076
-12,182
-55% -$1.03M 0.02% 176
2021
Q1 		$1.72M Buy
22,258
+3,479
+19% +$254K 0.04% 186
2020
Q4 		$1.34M Buy
18,779
+11,885
+172% +$781K 0.04% 172
2020
Q3 		$397K Buy
6,894
+550
+9% +$33.5K 0.02% 200
2020
Q2 		$391K Sell
6,344
-14,960
-70% -$934K 0.03% 178
2020
Q1 		$1.26M Buy
21,304
+17,163
+414% +$1.45M 0.05% 169
2019
Q4 		$390K Buy
4,141
+1,068
+35% +$96.9K 0.03% 119
2019
Q3 		$264K Buy
+3,073
New +$255K 0.02% 130
2019
Q1 		– Sell
-2,091
Closed -$140K – 648
2018
Q4 		$140K Buy
+2,091
New +$164K 0.01% 90

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

Wealthspire Advisors (New York)'s RTX Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its RTX Corp (RTX) stake by 4.4% in Q1 2026, selling an estimated $221K and leaving 24,192 shares worth $4.67M. The position accounts for 0.04% of the portfolio, ranked #173.

Wealthspire Advisors (New York) first reported a position in RTX in Q4 2018 and has held it in 28 quarters since. 3,450 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Wealthspire Advisors (New York) held 24,192 shares of RTX Corp worth $4.67M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,114 RTX Corp shares in Q1 2026, an estimated $221K.
  • RTX Corp made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #173 holding.
  • Wealthspire Advisors (New York) first reported a position in RTX Corp in Q4 2018 and has held it in 28 quarters since.
  • 3,450 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.