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Kingswood Wealth Advisors’s RTX Corp RTX Stock Holding History

Kingswood 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 		$6.54M Buy
34,452
+596
+2% +$109K 0.26% 85
2026
Q1 		$6.53M Buy
33,856
+87
+0.3% +$17.3K 0.31% 68
2025
Q4 		$6.19M Buy
33,769
+497
+1% +$86.3K 0.3% 77
2025
Q3 		$5.57M Buy
33,272
+768
+2% +$119K 0.34% 61
2025
Q2 		$4.75M Sell
32,504
-2,014
-6% -$268K 0.37% 50
2025
Q1 		$4.57M Sell
34,518
-4,121
-11% -$523K 0.42% 42
2024
Q4 		$4.47M Sell
38,639
-11,631
-23% -$1.41M 0.34% 54
2024
Q3 		$6.09M Buy
50,270
+744
+2% +$84.9K 0.43% 44
2024
Q2 		$4.97M Buy
49,526
+12,459
+34% +$1.29M 0.45% 40
2024
Q1 		$3.62M Sell
37,067
-5,942
-14% -$536K 0.42% 44
2023
Q4 		$3.62M Buy
43,009
+13,094
+44% +$1.04M 0.41% 46
2023
Q3 		$2.45M Sell
29,915
-770
-3% -$65.9K 0.42% 61
2023
Q2 		$3.01M Buy
+30,685
New +$3M 0.96% 23

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

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

Kingswood Wealth Advisors increased its RTX Corp (RTX) stake by 1.8% in Q2 2026, buying an estimated $109K and bringing the position to 34,452 shares worth $6.54M. The position accounts for 0.26% of the portfolio, ranked #85.

Kingswood Wealth Advisors first reported a position in RTX in Q2 2023 and has held it in 13 quarters since. 3,429 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Kingswood Wealth Advisors held 34,452 shares of RTX Corp worth $6.54M as of Q2 2026.
  • Kingswood Wealth Advisors bought 596 RTX Corp shares in Q2 2026, an estimated $109K.
  • RTX Corp made up 0.26% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Kingswood Wealth Advisors first reported a position in RTX Corp in Q2 2023 and has held it in 13 quarters since.
  • 3,429 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.