EWA
RTX icon

EverSource Wealth Advisors’s RTX Corp RTX Stock Holding History

EverSource Wealth 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 		$2.23M Sell
11,749
-2,797
-19% -$513K 0.08% 202
2026
Q1 		$2.81M Buy
14,546
+1,429
+11% +$284K 0.09% 173
2025
Q4 		$2.41M Buy
13,117
+71
+0.5% +$12.3K 0.09% 169
2025
Q3 		$2.18M Buy
13,046
+260
+2% +$40.4K 0.09% 165
2025
Q2 		$1.87M Buy
12,786
+151
+1% +$20.1K 0.08% 174
2025
Q1 		$1.67M Sell
12,635
-360
-3% -$45.6K 0.09% 174
2024
Q4 		$1.5M Buy
12,995
+1,453
+13% +$176K 0.08% 187
2024
Q3 		$1.4M Sell
11,542
-384
-3% -$43.8K 0.09% 176
2024
Q2 		$1.4M Buy
11,926
+1,368
+13% +$141K 0.09% 170
2024
Q1 		$1.07M Buy
10,558
+3,108
+42% +$281K 0.08% 175
2023
Q4 		$627K Buy
7,450
+1,212
+19% +$95.9K 0.06% 219
2023
Q3 		$449K Buy
6,238
+997
+19% +$85.4K 0.05% 244
2023
Q2 		$513K Sell
5,241
-437
-8% -$42.8K 0.06% 226
2023
Q1 		$556K Sell
5,678
-439
-7% -$43.2K 0.07% 205
2022
Q4 		$617K Sell
6,117
-585
-9% -$55K 0.09% 173
2022
Q3 		$548K Sell
6,702
-283
-4% -$25.6K 0.13% 162
2022
Q2 		$672K Buy
6,985
+278
+4% +$26.7K 0.17% 110
2022
Q1 		$664K Buy
6,707
+1,817
+37% +$172K 0.17% 119
2021
Q4 		$421K Buy
+4,890
New +$426K 0.12% 136

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EverSource Wealth Advisors's RTX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its RTX Corp (RTX) stake by 19% in Q2 2026, selling an estimated $513K and leaving 11,749 shares worth $2.23M. The position accounts for 0.08% of the portfolio, ranked #202.

EverSource Wealth Advisors first reported a position in RTX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.81M in Q1 2026. 3,430 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • EverSource Wealth Advisors held 11,749 shares of RTX Corp worth $2.23M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,797 RTX Corp shares in Q2 2026, an estimated $513K.
  • RTX Corp made up 0.08% of EverSource Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • EverSource Wealth Advisors first reported a position in RTX Corp in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's RTX Corp position peaked at $2.81M in Q1 2026.
  • 3,430 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.