Elevation Wealth Partners’s RTX Corp RTX Stock Holding History

Elevation 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	$354K	Buy	1,868 +197	+12%	+$36.1K	0.11%	99
2026 Q1	$322K	Buy	1,671 +17	+1%	+$3.38K	0.12%	94
2025 Q4	$303K	Buy	1,654 +10	+0.6%	+$1.74K	0.11%	98
2025 Q3	$275K	Buy	1,644 +96	+6%	+$14.9K	0.1%	101
2025 Q2	$226K	Buy	1,548 +3	+0.2%	+$400	0.09%	106
2025 Q1	$205K	Sell	1,545 -38	-2%	-$4.82K	0.09%	108
2024 Q4	$183K	Sell	1,583 -14	-0.9%	-$1.69K	0.08%	120
2024 Q3	$193K	Buy	1,597 +2	+0.1%	+$228	0.08%	118
2024 Q2	$160K	Sell	1,595 -13	-0.8%	-$1.34K	0.08%	125
2024 Q1	$157K	Sell	1,608 -179	-10%	-$16.2K	0.08%	126
2023 Q4	$129K	Buy	1,787 +195	+12%	+$15.4K	0.08%	131
2023 Q3	$115K	Buy	1,592 +5	+0.3%	+$428	0.1%	83
2023 Q2	$155K	Buy	1,587 +4	+0.3%	+$392	0.13%	76
2023 Q1	$155K	Buy	+1,583	New	+$156K	0.14%	71

Other funds holding RTX

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Elevation Wealth Partners increased its RTX Corp (RTX) stake by 12% in Q2 2026, buying an estimated $36.1K and bringing the position to 1,868 shares worth $354K. The position accounts for 0.11% of the portfolio, ranked #99.

Elevation Wealth Partners first reported a position in RTX in Q1 2023 and has held it in 14 quarters since. 1,424 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Elevation Wealth Partners held 1,868 shares of RTX Corp worth $354K as of Q2 2026.
Elevation Wealth Partners bought 197 RTX Corp shares in Q2 2026, an estimated $36.1K.
RTX Corp made up 0.11% of Elevation Wealth Partners's portfolio in Q2 2026, its #99 holding.
Elevation Wealth Partners first reported a position in RTX Corp in Q1 2023 and has held it in 14 quarters since.
1,424 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.