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Regent Peak Wealth Advisors’s RTX Corp RTX Stock Holding History

Regent Peak 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 		$570K Buy
3,002
+208
+7% +$38.1K 0.11% 86
2026
Q1 		$539K Buy
2,794
+64
+2% +$12.7K 0.11% 81
2025
Q4 		$501K Buy
2,730
+38
+1% +$6.6K 0.1% 92
2025
Q3 		$450K Buy
+2,692
New +$418K 0.09% 96
2025
Q1 		$382K Sell
2,887
-489
-14% -$62K 0.09% 96
2024
Q4 		$391K Sell
3,376
-23
-0.7% -$2.78K 0.09% 97
2024
Q3 		$412K Sell
3,399
-1,703
-33% -$194K 0.09% 97
2024
Q2 		$512K Sell
5,102
-21,368
-81% -$2.21M 0.12% 85
2024
Q1 		$2.58M Sell
26,470
-3,261
-11% -$294K 0.66% 36
2023
Q4 		$2.5M Buy
29,731
+9,602
+48% +$760K 0.68% 38
2023
Q3 		$1.45M Buy
20,129
+2,042
+11% +$175K 0.44% 49
2023
Q2 		$1.77M Buy
18,087
+15,932
+739% +$1.56M 0.52% 47
2023
Q1 		$211K Buy
2,155
+78
+4% +$7.68K 0.07% 146
2022
Q4 		$210K Buy
+2,077
New +$195K 0.07% 150
2022
Q3 		– Sell
-2,305
Closed -$221K – 159
2022
Q2 		$221K Buy
+2,305
New +$222K 0.07% 144
2021
Q1 		– Sell
-1,341
Closed -$96K – 815
2020
Q4 		$96K Buy
+1,341
New +$88.1K 0.03% 224
2020
Q3 		– Sell
-20,028
Closed -$1.23M – 136
2020
Q2 		$1.23M Buy
+20,028
New +$1.25M 0.56% 43
2020
Q1 		– Sell
-15,389
Closed -$1.45M – 125
2019
Q4 		$1.45M Buy
+15,389
New +$1.4M 0.66% 27

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
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Regent Peak Wealth Advisors's RTX Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its RTX Corp (RTX) stake by 7.4% in Q2 2026, buying an estimated $38.1K and bringing the position to 3,002 shares worth $570K. The position accounts for 0.11% of the portfolio, ranked #86.

Regent Peak Wealth Advisors first reported a position in RTX in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.58M in Q1 2024. 1,033 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Regent Peak Wealth Advisors held 3,002 shares of RTX Corp worth $570K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 208 RTX Corp shares in Q2 2026, an estimated $38.1K.
  • RTX Corp made up 0.11% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Regent Peak Wealth Advisors first reported a position in RTX Corp in Q4 2019 and has held it in 18 quarters since.
  • Regent Peak Wealth Advisors's RTX Corp position peaked at $2.58M in Q1 2024.
  • 1,033 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.