JF
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Joule Financial’s RTX Corp RTX Stock Holding History

Joule Financial’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 		$561K Sell
2,955
-256
-8% -$46.9K 0.15% 59
2026
Q1 		$620K Sell
3,211
-35
-1% -$6.96K 0.18% 56
2025
Q4 		$595K Buy
3,246
+5
+0.2% +$869 0.18% 53
2025
Q3 		$542K Sell
3,241
-240
-7% -$37.3K 0.16% 61
2025
Q2 		$508K Buy
3,481
+223
+7% +$29.7K 0.17% 65
2025
Q1 		$432K Buy
3,258
+2
+0.1% +$254 0.15% 65
2024
Q4 		$377K Buy
3,256
+97
+3% +$11.7K 0.13% 71
2024
Q3 		$383K Buy
3,159
+213
+7% +$24.3K 0.14% 75
2024
Q2 		$296K Buy
2,946
+134
+5% +$13.9K 0.12% 85
2024
Q1 		$274K Sell
2,812
-129
-4% -$11.6K 0.11% 84
2023
Q4 		$247K Sell
2,941
-216
-7% -$17.1K 0.11% 89
2023
Q3 		$227K Buy
3,157
+298
+10% +$25.5K 0.12% 91
2023
Q2 		$280K Buy
2,859
+269
+10% +$26.3K 0.14% 78
2023
Q1 		$254K Buy
2,590
+41
+2% +$4.04K 0.14% 85
2022
Q4 		$257K Buy
2,549
+98
+4% +$9.22K 0.17% 78
2022
Q3 		$201K Buy
2,451
+238
+11% +$21.5K 0.15% 83
2022
Q2 		$213K Buy
+2,213
New +$213K 0.17% 72

Other funds holding RTX

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
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
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Joule Financial's RTX Position: Q2 2026 in Review

Joule Financial reduced its RTX Corp (RTX) stake by 8% in Q2 2026, selling an estimated $46.9K and leaving 2,955 shares worth $561K. The position accounts for 0.15% of the portfolio, ranked #59.

Joule Financial first reported a position in RTX in Q2 2022 and has held it in 17 quarters since. The position peaked at $620K in Q1 2026. 1,160 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Joule Financial held 2,955 shares of RTX Corp worth $561K as of Q2 2026.
  • Joule Financial sold 256 RTX Corp shares in Q2 2026, an estimated $46.9K.
  • RTX Corp made up 0.15% of Joule Financial's portfolio in Q2 2026, its #59 holding.
  • Joule Financial first reported a position in RTX Corp in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's RTX Corp position peaked at $620K in Q1 2026.
  • 1,160 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.