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CLA (CliftonLarsonAllen) Wealth Advisors’s RTX Corp RTX Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$3.4M Buy
17,900
+3,395
+23% +$623K 0.04% 123
2026
Q1 		$2.8M Sell
14,505
-369
-2% -$73.4K 0.04% 125
2025
Q4 		$2.73M Buy
14,874
+2,061
+16% +$358K 0.04% 114
2025
Q3 		$2.14M Sell
12,813
-2,345
-15% -$364K 0.03% 128
2025
Q2 		$2.21M Buy
15,158
+1,163
+8% +$155K 0.04% 120
2025
Q1 		$1.85M Buy
13,995
+23
+0.2% +$2.92K 0.03% 129
2024
Q4 		$1.62M Buy
+13,972
New +$1.69M 0.03% 126
2024
Q3 		– Sell
-12,917
Closed -$1.3M – 192
2024
Q2 		$1.3M Buy
+12,917
New +$1.34M 0.03% 128
2023
Q4 		– Sell
-10,776
Closed -$776K – 192
2023
Q3 		$776K Sell
10,776
-577
-5% -$49.4K 0.02% 136
2023
Q2 		$1.11M Sell
11,353
-394
-3% -$38.6K 0.03% 123
2023
Q1 		$1.15M Buy
11,747
+836
+8% +$82.3K 0.03% 127
2022
Q4 		$1.1M Buy
+10,911
New +$1.03M 0.04% 128
2021
Q4 		– Sell
-7,842
Closed -$674K – 271
2021
Q3 		$674K Sell
7,842
-759
-9% -$64.9K 0.03% 186
2021
Q2 		$734K Buy
+8,601
New +$724K 0.03% 182
2020
Q3 		– Sell
-21,026
Closed -$1.3M – 161
2020
Q2 		$1.3M Buy
+21,026
New +$1.31M 0.08% 96
2019
Q1 		– Sell
-187,430
Closed -$12.6M – 135
2018
Q4 		$12.6M Buy
+187,430
New +$14.7M 1.25% 22

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
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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's RTX Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its RTX Corp (RTX) stake by 23% in Q2 2026, buying an estimated $623K and bringing the position to 17,900 shares worth $3.4M. The position accounts for 0.04% of the portfolio, ranked #123.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in RTX in Q4 2018 and has held it in 16 quarters since. The position peaked at $12.6M in Q4 2018. 1,872 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 17,900 shares of RTX Corp worth $3.4M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 3,395 RTX Corp shares in Q2 2026, an estimated $623K.
  • RTX Corp made up 0.04% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in RTX Corp in Q4 2018 and has held it in 16 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's RTX Corp position peaked at $12.6M in Q4 2018.
  • 1,872 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.