ZIG
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Zullo Investment Group’s RTX Corp RTX Stock Holding History

Zullo Investment Group’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 		$894K Buy
4,714
+21
+0.4% +$3.85K 0.31% 64
2026
Q1 		$905K Buy
4,693
+87
+2% +$17.3K 0.34% 63
2025
Q4 		$845K Sell
4,606
-107
-2% -$18.6K 0.31% 62
2025
Q3 		$789K Buy
4,713
+56
+1% +$8.69K 0.29% 66
2025
Q2 		$680K Sell
4,657
-69
-1% -$9.19K 0.28% 75
2025
Q1 		$626K Buy
4,726
+19
+0.4% +$2.41K 0.27% 75
2024
Q4 		$545K Sell
4,707
-433
-8% -$52.3K 0.22% 80
2024
Q3 		$623K Buy
5,140
+13
+0.3% +$1.48K 0.26% 75
2024
Q2 		$515K Buy
5,127
+161
+3% +$16.6K 0.23% 82
2024
Q1 		$484K Buy
4,966
+60
+1% +$5.42K 0.23% 87
2023
Q4 		$413K Buy
4,906
+53
+1% +$4.19K 0.21% 95
2023
Q3 		$349K Buy
4,853
+1,005
+26% +$86.1K 0.2% 97
2023
Q2 		$377K Sell
3,848
-228
-6% -$22.3K 0.22% 92
2023
Q1 		$399K Buy
4,076
+142
+4% +$14K 0.25% 86
2022
Q4 		$397K Buy
3,934
+247
+7% +$23.2K 0.24% 80
2022
Q3 		$302K Buy
3,687
+87
+2% +$7.87K 0.19% 93
2022
Q2 		$346K Buy
3,600
+166
+5% +$16K 0.22% 88
2022
Q1 		$340K Buy
3,434
+96
+3% +$9.1K 0.18% 104
2021
Q4 		$287K Buy
+3,338
New +$291K 0.15% 122

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Zullo Investment Group's RTX Position: Q2 2026 in Review

Zullo Investment Group increased its RTX Corp (RTX) stake by 0.45% in Q2 2026, buying an estimated $3.85K and bringing the position to 4,714 shares worth $894K. The position accounts for 0.31% of the portfolio, ranked #64.

Zullo Investment Group first reported a position in RTX in Q4 2021 and has held it in 19 quarters since. The position peaked at $905K in Q1 2026. 2,006 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Zullo Investment Group held 4,714 shares of RTX Corp worth $894K as of Q2 2026.
  • Zullo Investment Group bought 21 RTX Corp shares in Q2 2026, an estimated $3.85K.
  • RTX Corp made up 0.31% of Zullo Investment Group's portfolio in Q2 2026, its #64 holding.
  • Zullo Investment Group first reported a position in RTX Corp in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's RTX Corp position peaked at $905K in Q1 2026.
  • 2,006 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.