Modera Wealth Management, LLC

SEC CIK: 0001542143
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

RTX holding history

RTX Corp in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RTX overview All 13F holders of RTX Full Q2 2026 holdings

Shares (Q2 2026): 55,554
Value: $10.5M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of RTX by Modera Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	55,554	$10.5M	0.1%	−747−1.3%	Reduced	Holders
Q1 2026	56,301	$10.9M	0.1%	+2,684+5.0%	Added	Holders
Q4 2025	53,617	$9.83M	0.1%	+82+0.2%	Added	Holders
Q3 2025	53,535	$8.96M	0.1%	−3,228−5.7%	Reduced	Holders
Q2 2025	56,763	$8.29M	0.1%	+751+1.3%	Added	Holders
Q1 2025	56,012	$7.42M	0.1%	+4,835+9.4%	Added	Holders
Q4 2024	51,177	$5.92M	0.1%	+2,487+5.1%	Added	Holders
Q3 2024	48,690	$5.90M	0.1%	−493−1.0%	Reduced	Holders
Q2 2024	49,183	$4.94M	0.1%	+805+1.7%	Added	Holders
Q1 2024	48,378	$4.72M	0.1%	−626−1.3%	Reduced	Holders
Q4 2023	49,004	$4.12M	0.1%	−1,730−3.4%	Reduced	Holders
Q3 2023	50,734	$3.65M	0.1%	+1,715+3.5%	Added	Holders
Q2 2023	49,019	$4.80M	0.1%	+29,444+150.4%	Added	Holders
Q1 2023	19,575	$1.92M	0.1%	+403+2.1%	Added	Holders
Q4 2022	19,172	$1.93M	0.1%	+1,044+5.8%	Added	Holders
Q3 2022	18,128	$1.48M	0.1%	−887−4.7%	Reduced	Holders
Q2 2022	19,015	$1.83M	0.1%	−883−4.4%	Reduced	Holders
Q1 2022	19,898	$1.97M	0.1%	+2,019+11.3%	Added	Holders
Q4 2021	17,879	$1.54M	0.1%	+12,352+223.5%	Added	Holders
Q3 2021	5,527	$475.0K	<0.1%	+508+10.1%	Added	Holders
Q2 2021	5,019	$428.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2021	5,019	$388.0K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.