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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
2020
Q4 		– Sell
-4,213
Closed -$242K – 460
2020
Q3 		$242K Buy
+4,213
New +$256K 0.06% 215

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. 919 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.
  • 919 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.