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BSW Wealth Partners’s RTX Corp RTX Stock Holding History

BSW Wealth Partners’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 		$387K Buy
2,042
+13
+0.6% +$2.38K 0.04% 213
2026
Q1 		$391K Sell
2,029
-592
-23% -$118K 0.05% 205
2025
Q4 		$481K Buy
2,621
+15
+0.6% +$2.61K 0.06% 182
2025
Q3 		$436K Sell
2,606
-85
-3% -$13.2K 0.05% 195
2025
Q2 		$393K Sell
2,691
-679
-20% -$90.5K 0.05% 198
2025
Q1 		$446K Sell
3,370
-29
-0.9% -$3.68K 0.07% 170
2024
Q4 		$393K Buy
3,399
+1,035
+44% +$125K 0.06% 190
2024
Q3 		$286K Buy
2,364
+14
+0.6% +$1.6K 0.04% 235
2024
Q2 		$236K Hold
2,350
– – 0.04% 256
2024
Q1 		$229K Buy
+2,350
New +$212K 0.04% 255
2023
Q3 		– Sell
-2,350
Closed -$230K – 277
2023
Q2 		$230K Sell
2,350
-86
-4% -$8.42K 0.05% 231
2023
Q1 		$239K Buy
2,436
+86
+4% +$8.47K 0.05% 262
2022
Q4 		$237K Buy
+2,350
New +$221K 0.05% 253
2022
Q3 		– Sell
-2,384
Closed -$229K – 292
2022
Q2 		$229K Sell
2,384
-46
-2% -$4.42K 0.05% 235
2022
Q1 		$241K Buy
2,430
+46
+2% +$4.36K 0.06% 238
2021
Q4 		$205K Buy
+2,384
New +$208K 0.05% 245
2015
Q4 		– Sell
-4,309
Closed -$241K – 69
2015
Q3 		$241K Buy
4,309
+754
+21% +$46.4K 0.14% 52
2015
Q2 		$248K Buy
+3,555
New +$261K 0.16% 52

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

BSW Wealth Partners's RTX Position: Q2 2026 in Review

BSW Wealth Partners increased its RTX Corp (RTX) stake by 0.64% in Q2 2026, buying an estimated $2.38K and bringing the position to 2,042 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #213.

BSW Wealth Partners first reported a position in RTX in Q2 2015 and has held it in 18 quarters since. The position peaked at $481K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • BSW Wealth Partners held 2,042 shares of RTX Corp worth $387K as of Q2 2026.
  • BSW Wealth Partners bought 13 RTX Corp shares in Q2 2026, an estimated $2.38K.
  • RTX Corp made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #213 holding.
  • BSW Wealth Partners first reported a position in RTX Corp in Q2 2015 and has held it in 18 quarters since.
  • BSW Wealth Partners's RTX Corp position peaked at $481K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.