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Everhart Financial Group’s RTX Corp RTX Stock Holding History

Everhart Financial Group’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 		$2.53M Sell
13,351
-682
-5% -$125K 0.16% 64
2026
Q1 		$2.71M Buy
14,033
+1,531
+12% +$304K 0.23% 59
2025
Q4 		$2.29M Buy
12,502
+676
+6% +$117K 0.21% 61
2025
Q3 		$1.98M Buy
11,826
+809
+7% +$126K 0.2% 60
2025
Q2 		$1.61M Buy
11,017
+899
+9% +$120K 0.19% 77
2025
Q1 		$1.34M Buy
10,118
+1,232
+14% +$156K 0.18% 78
2024
Q4 		$1.03M Sell
8,886
-434
-5% -$52.4K 0.21% 96
2024
Q3 		$1.13M Buy
9,320
+3,225
+53% +$368K 0.25% 86
2024
Q2 		$612K Buy
6,095
+1,006
+20% +$104K 0.16% 135
2024
Q1 		$496K Buy
5,089
+1,878
+58% +$170K 0.14% 150
2023
Q4 		$270K Buy
+3,211
New +$254K 0.1% 197
2023
Q3 		– Sell
-3,892
Closed -$381K – 229
2023
Q2 		$381K Buy
3,892
+608
+19% +$59.5K 0.16% 124
2023
Q1 		$322K Buy
3,284
+803
+32% +$79.1K 0.14% 127
2022
Q4 		$250K Buy
+2,481
New +$233K 0.13% 142
2022
Q3 		– Sell
-3,892
Closed -$374K – 216
2022
Q2 		$374K Buy
+3,892
New +$374K 0.23% 105

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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Everhart Financial Group's RTX Position: Q2 2026 in Review

Everhart Financial Group reduced its RTX Corp (RTX) stake by 4.9% in Q2 2026, selling an estimated $125K and leaving 13,351 shares worth $2.53M. The position accounts for 0.16% of the portfolio, ranked #64.

Everhart Financial Group first reported a position in RTX in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.71M in Q1 2026. 636 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Everhart Financial Group held 13,351 shares of RTX Corp worth $2.53M as of Q2 2026.
  • Everhart Financial Group sold 682 RTX Corp shares in Q2 2026, an estimated $125K.
  • RTX Corp made up 0.16% of Everhart Financial Group's portfolio in Q2 2026, its #64 holding.
  • Everhart Financial Group first reported a position in RTX Corp in Q2 2022 and has held it in 15 quarters since.
  • Everhart Financial Group's RTX Corp position peaked at $2.71M in Q1 2026.
  • 636 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.