HWA
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Heartwood Wealth Advisors’s RTX Corp RTX Stock Holding History

Heartwood 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
Q3 		$512K Sell
2,759
-185
-6% -$37.9K 0.04% 134
2026
Q2 		$559K Hold
2,944
– – 0.04% 137
2026
Q1 		$568K Buy
2,944
+167
+6% +$33.2K 0.05% 126
2025
Q4 		$509K Hold
2,777
– – 0.05% 117
2025
Q3 		$465K Hold
2,777
– – 0.04% 120
2025
Q2 		$405K Buy
2,777
+144
+5% +$19.2K 0.04% 119
2025
Q1 		$349K Hold
2,633
– – 0.04% 122
2024
Q4 		$305K Hold
2,633
– – 0.03% 131
2024
Q3 		$319K Sell
2,633
-270
-9% -$30.8K 0.04% 132
2024
Q2 		$291K Buy
2,903
+270
+10% +$27.9K 0.03% 136
2024
Q1 		$257K Hold
2,633
– – 0.03% 127
2023
Q4 		$222K Buy
+2,633
New +$208K 0.03% 132
2023
Q3 		– Sell
-2,233
Closed -$219K – 143
2023
Q2 		$219K Buy
+2,233
New +$219K 0.03% 125

Other funds holding RTX

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Heartwood Wealth Advisors's RTX Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its RTX Corp (RTX) stake by 6.3% in Q3 2026, selling an estimated $37.9K and leaving 2,759 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #134.

Heartwood Wealth Advisors first reported a position in RTX in Q2 2023 and has held it in 13 quarters since. The position peaked at $568K in Q1 2026. 187 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Heartwood Wealth Advisors held 2,759 shares of RTX Corp worth $512K as of Q3 2026.
  • Heartwood Wealth Advisors sold 185 RTX Corp shares in Q3 2026, an estimated $37.9K.
  • RTX Corp made up 0.04% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #134 holding.
  • Heartwood Wealth Advisors first reported a position in RTX Corp in Q2 2023 and has held it in 13 quarters since.
  • Heartwood Wealth Advisors's RTX Corp position peaked at $568K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.