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Yoffe Investment Management’s RTX Corp RTX Stock Holding History

Yoffe Investment Management’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 		$442K Hold
2,327
– – 0.51% 71
2026
Q1 		$449K Hold
2,327
– – 0.58% 67
2025
Q4 		$427K Hold
2,327
– – 0.54% 69
2025
Q3 		$389K Buy
2,327
+1
+0% +$155 0.51% 74
2025
Q2 		$340K Buy
2,326
+2
+0.1% +$266 0.46% 79
2025
Q1 		$308K Buy
2,324
+1
+0% +$127 0.45% 82
2024
Q4 		$269K Buy
+2,323
New +$281K 0.4% 89

Other funds holding RTX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Yoffe Investment Management's RTX Position: Q2 2026 in Review

Yoffe Investment Management held its RTX Corp (RTX) position steady in Q2 2026 at 2,327 shares worth $442K. The position accounts for 0.51% of the portfolio, ranked #71.

Yoffe Investment Management first reported a position in RTX in Q4 2024 and has held it in 7 quarters since. The position peaked at $449K in Q1 2026. 1,960 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Yoffe Investment Management held 2,327 shares of RTX Corp worth $442K as of Q2 2026.
  • Yoffe Investment Management left its RTX Corp share count unchanged in Q2 2026.
  • RTX Corp made up 0.51% of Yoffe Investment Management's portfolio in Q2 2026, its #71 holding.
  • Yoffe Investment Management first reported a position in RTX Corp in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's RTX Corp position peaked at $449K in Q1 2026.
  • 1,960 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.