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CWS Financial Advisors’s RTX Corp RTX Stock Holding History

CWS Financial 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 		$296K Sell
1,562
-1
-0.1% -$183 0.07% 132
2026
Q1 		$302K Buy
1,563
+2
+0.1% +$398 0.08% 120
2025
Q4 		$286K Buy
1,561
+133
+9% +$23.1K 0.08% 119
2025
Q3 		$239K Buy
1,428
+1
+0.1% +$155 0.07% 128
2025
Q2 		$208K Sell
1,427
-448
-24% -$59.7K 0.06% 131
2025
Q1 		$248K Buy
+1,875
New +$238K 0.08% 116
2023
Q4 		– Sell
-4,364
Closed -$314K – 170
2023
Q3 		$314K Sell
4,364
-2,074
-32% -$178K 0.13% 111
2023
Q2 		$631K Buy
6,438
+100
+2% +$9.79K 0.24% 66
2023
Q1 		$621K Buy
6,338
+307
+5% +$30.2K 0.25% 66
2022
Q4 		$466K Sell
6,031
-23
-0.4% -$2.16K 0.2% 77
2022
Q3 		$496K Sell
6,054
-12
-0.2% -$1.09K 0.24% 74
2022
Q2 		$583K Buy
6,066
+20
+0.3% +$1.92K 0.27% 71
2022
Q1 		$599K Sell
6,046
-5
-0.1% -$474 0.23% 74
2021
Q4 		$521K Buy
+6,051
New +$527K 0.18% 79
2021
Q2 		$525K Buy
6,158
+127
+2% +$10.7K 0.21% 74
2021
Q1 		$466K Buy
6,031
+64
+1% +$4.67K 0.2% 77
2020
Q4 		$427K Sell
5,967
-421
-7% -$27.7K 0.25% 75
2020
Q3 		$368K Buy
6,388
+42
+0.7% +$2.56K 0.24% 81
2020
Q2 		$391K Buy
6,346
+1,120
+21% +$69.9K 0.28% 76
2020
Q1 		$493K Hold
5,226
– – 0.37% 60
2019
Q4 		$493K Buy
+5,226
New +$474K 0.36% 61

Other funds holding RTX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

CWS Financial Advisors's RTX Position: Q2 2026 in Review

CWS Financial Advisors reduced its RTX Corp (RTX) stake by 0.06% in Q2 2026, selling an estimated $183 and leaving 1,562 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #132.

CWS Financial Advisors first reported a position in RTX in Q4 2019 and has held it in 21 quarters since. The position peaked at $631K in Q2 2023. 1,634 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • CWS Financial Advisors held 1,562 shares of RTX Corp worth $296K as of Q2 2026.
  • CWS Financial Advisors sold 1 RTX Corp share in Q2 2026, an estimated $183.
  • RTX Corp made up 0.07% of CWS Financial Advisors's portfolio in Q2 2026, its #132 holding.
  • CWS Financial Advisors first reported a position in RTX Corp in Q4 2019 and has held it in 21 quarters since.
  • CWS Financial Advisors's RTX Corp position peaked at $631K in Q2 2023.
  • 1,634 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.