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Golden State Wealth Management’s RTX Corp RTX Stock Holding History

Golden State Wealth Management’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 		$4.98M Sell
26,263
-4,022
-13% -$738K 0.45% 42
2026
Q1 		$5.84M Sell
30,285
-182
-0.6% -$36.2K 0.64% 27
2025
Q4 		$5.59M Buy
30,467
+24,786
+436% +$4.31M 0.59% 32
2025
Q3 		$951K Buy
5,681
+533
+10% +$82.7K 0.1% 146
2025
Q2 		$752K Buy
5,148
+1,259
+32% +$168K 0.09% 174
2025
Q1 		$515K Sell
3,889
-17
-0.4% -$2.15K 0.08% 200
2024
Q4 		$452K Buy
+3,906
New +$472K 0.07% 207
2022
Q1 		$338K Sell
3,412
-5,820
-63% -$552K 0.07% 220
2021
Q4 		$794K Buy
9,232
+5,638
+157% +$491K 0.14% 156
2021
Q3 		$309K Sell
3,594
-337
-9% -$28.8K 0.07% 231
2021
Q2 		$335K Sell
3,931
-410
-9% -$34.5K 0.07% 210
2021
Q1 		$335K Sell
4,341
-6,143
-59% -$448K 0.11% 134
2020
Q4 		$750K Buy
10,484
+5,821
+125% +$383K 0.22% 90
2020
Q3 		$268K Sell
4,663
-9,131
-66% -$556K 0.09% 156
2020
Q2 		$850K Buy
13,794
+10,155
+279% +$634K 0.27% 62
2020
Q1 		$216K Buy
+3,639
New +$308K 0.1% 150
2019
Q4 		– Sell
-3,858
Closed -$331K – 743
2019
Q3 		$331K Sell
3,858
-386
-9% -$32K 0.11% 146
2019
Q2 		$347K Sell
4,244
-53
-1% -$4.43K 0.11% 153
2019
Q1 		$349K Buy
+4,297
New +$327K 0.12% 152

Other funds holding RTX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Golden State Wealth Management's RTX Position: Q2 2026 in Review

Golden State Wealth Management reduced its RTX Corp (RTX) stake by 13% in Q2 2026, selling an estimated $738K and leaving 26,263 shares worth $4.98M. The position accounts for 0.45% of the portfolio, ranked #42.

Golden State Wealth Management first reported a position in RTX in Q1 2019 and has held it in 19 quarters since. The position peaked at $5.84M in Q1 2026. 1,872 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Golden State Wealth Management held 26,263 shares of RTX Corp worth $4.98M as of Q2 2026.
  • Golden State Wealth Management sold 4,022 RTX Corp shares in Q2 2026, an estimated $738K.
  • RTX Corp made up 0.45% of Golden State Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Golden State Wealth Management first reported a position in RTX Corp in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's RTX Corp position peaked at $5.84M in Q1 2026.
  • 1,872 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.