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Northern Financial Advisors’s RTX Corp RTX Stock Holding History

Northern Financial 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 		$1.97M Buy
10,409
+159
+2% +$29.2K 1.31% 25
2026
Q1 		$1.98M Buy
10,250
+4,911
+92% +$976K 1.44% 16
2025
Q4 		$979K Sell
5,339
-4,750
-47% -$825K 1.12% 26
2025
Q3 		$1.69M Buy
10,089
+102
+1% +$15.8K 0.89% 31
2025
Q2 		$1.46M Buy
9,987
+134
+1% +$17.9K 1.09% 29
2025
Q1 		$1.31M Buy
9,853
+95
+1% +$12K 1.08% 34
2024
Q4 		$1.13M Sell
9,758
-777
-7% -$93.9K 0.9% 40
2024
Q3 		$1.28M Buy
10,535
+911
+9% +$104K 0.97% 37
2024
Q2 		$966K Buy
9,624
+1,333
+16% +$138K 0.77% 45
2024
Q1 		$809K Buy
8,291
+2,917
+54% +$263K 0.63% 55
2023
Q4 		$452K Buy
5,374
+734
+16% +$58.1K 0.38% 79
2023
Q3 		$334K Sell
4,640
-8,630
-65% -$739K 0.31% 87
2023
Q2 		$1.3M Buy
13,270
+142
+1% +$13.9K 1.15% 20
2023
Q1 		$1.29M Sell
13,128
-26
-0.2% -$2.56K 1.21% 20
2022
Q4 		$1.33M Buy
+13,154
New +$1.24M 1.5% 14

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

Northern Financial Advisors's RTX Position: Q2 2026 in Review

Northern Financial Advisors increased its RTX Corp (RTX) stake by 1.6% in Q2 2026, buying an estimated $29.2K and bringing the position to 10,409 shares worth $1.97M. The position accounts for 1.31% of the portfolio, ranked #25.

Northern Financial Advisors first reported a position in RTX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.98M in Q1 2026. 1,897 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Northern Financial Advisors held 10,409 shares of RTX Corp worth $1.97M as of Q2 2026.
  • Northern Financial Advisors bought 159 RTX Corp shares in Q2 2026, an estimated $29.2K.
  • RTX Corp made up 1.31% of Northern Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Northern Financial Advisors first reported a position in RTX Corp in Q4 2022 and has held it in 15 quarters since.
  • Northern Financial Advisors's RTX Corp position peaked at $1.98M in Q1 2026.
  • 1,897 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.