MFWP
RTX icon

Mosaic Family Wealth Partners’s RTX Corp RTX Stock Holding History

Mosaic Family Wealth Partners’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 		$3.15M Buy
16,629
+11,780
+243% +$2.16M 0.21% 78
2026
Q1 		$935K Buy
4,849
+2,157
+80% +$429K 0.1% 116
2025
Q4 		$494K Buy
2,692
+13
+0.5% +$2.26K 0.05% 153
2025
Q3 		$438K Sell
2,679
-285
-10% -$44.2K 0.05% 153
2025
Q2 		$433K Buy
2,964
+200
+7% +$26.6K 0.06% 143
2025
Q1 		$366K Buy
2,764
+119
+4% +$15.1K 0.05% 152
2024
Q4 		$306K Buy
2,645
+1
+0% +$121 0.04% 169
2024
Q3 		$320K Sell
2,644
-22
-0.8% -$2.51K 0.05% 159
2024
Q2 		$268K Sell
2,666
-1,326
-33% -$137K 0.04% 165
2024
Q1 		$389K Buy
3,992
+209
+6% +$18.9K 0.06% 138
2023
Q4 		$318K Sell
3,783
-534
-12% -$42.3K 0.05% 139
2023
Q3 		$311K Sell
4,317
-431
-9% -$36.9K 0.06% 132
2023
Q2 		$465K Sell
4,748
-3
-0.1% -$294 0.09% 107
2023
Q1 		$465K Sell
4,751
-10
-0.2% -$985 0.1% 107
2022
Q4 		$480K Buy
+4,761
New +$448K 0.14% 104

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Mosaic Family Wealth Partners's RTX Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its RTX Corp (RTX) stake by 243% in Q2 2026, buying an estimated $2.16M and bringing the position to 16,629 shares worth $3.15M. The position accounts for 0.21% of the portfolio, ranked #78.

Mosaic Family Wealth Partners first reported a position in RTX in Q4 2022 and has held it in 15 quarters since. 2,006 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Mosaic Family Wealth Partners held 16,629 shares of RTX Corp worth $3.15M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 11,780 RTX Corp shares in Q2 2026, an estimated $2.16M.
  • RTX Corp made up 0.21% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #78 holding.
  • Mosaic Family Wealth Partners first reported a position in RTX Corp in Q4 2022 and has held it in 15 quarters since.
  • 2,006 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.