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Cypress Wealth Services’s RTX Corp RTX Stock Holding History

Cypress Wealth Services’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 		$641K Sell
3,377
-33
-1% -$6.05K 0.08% 192
2026
Q1 		$658K Sell
3,410
-154
-4% -$30.6K 0.09% 176
2025
Q4 		$654K Buy
3,564
+1,364
+62% +$237K 0.09% 174
2025
Q3 		$368K Sell
2,200
-164
-7% -$25.5K 0.06% 216
2025
Q2 		$345K Buy
2,364
+157
+7% +$20.9K 0.06% 210
2025
Q1 		$292K Buy
2,207
+32
+1% +$4.06K 0.06% 221
2024
Q4 		$252K Sell
2,175
-1,070
-33% -$129K 0.05% 230
2024
Q3 		$393K Buy
+3,245
New +$370K 0.08% 180
2021
Q2 		– Sell
-3,639
Closed -$281K – 303
2021
Q1 		$281K Buy
3,639
+506
+16% +$36.9K 0.06% 233
2020
Q4 		$224K Buy
+3,133
New +$206K 0.05% 257
2020
Q3 		– Sell
-3,438
Closed -$209K – 449
2020
Q2 		$212K Sell
3,438
-623
-15% -$38.9K 0.05% 245
2020
Q1 		$241K Sell
4,061
-892
-18% -$75.5K 0.07% 208
2019
Q4 		$467K Sell
4,953
-33
-0.7% -$2.99K 0.12% 140
2019
Q3 		$428K Sell
4,986
-175
-3% -$14.5K 0.12% 144
2019
Q2 		$423K Buy
5,161
+226
+5% +$18.9K 0.12% 145
2019
Q1 		$400K Sell
4,935
-212
-4% -$16.1K 0.13% 141
2018
Q4 		$345K Sell
5,147
-732
-12% -$57.4K 0.14% 138
2018
Q3 		$517K Buy
5,879
+66
+1% +$5.54K 0.18% 118
2018
Q2 		$457K Buy
5,813
+682
+13% +$53.4K 0.17% 122
2018
Q1 		$406K Sell
5,131
-157
-3% -$13K 0.17% 118
2017
Q4 		$425K Buy
+5,288
New +$401K 0.18% 116

Other funds holding RTX

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cypress Wealth Services's RTX Position: Q2 2026 in Review

Cypress Wealth Services reduced its RTX Corp (RTX) stake by 0.97% in Q2 2026, selling an estimated $6.05K and leaving 3,377 shares worth $641K. The position accounts for 0.08% of the portfolio, ranked #192.

Cypress Wealth Services first reported a position in RTX in Q4 2017 and has held it in 21 quarters since. The position peaked at $658K in Q1 2026. 875 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Cypress Wealth Services held 3,377 shares of RTX Corp worth $641K as of Q2 2026.
  • Cypress Wealth Services sold 33 RTX Corp shares in Q2 2026, an estimated $6.05K.
  • RTX Corp made up 0.08% of Cypress Wealth Services's portfolio in Q2 2026, its #192 holding.
  • Cypress Wealth Services first reported a position in RTX Corp in Q4 2017 and has held it in 21 quarters since.
  • Cypress Wealth Services's RTX Corp position peaked at $658K in Q1 2026.
  • 875 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.