VFA
RTX icon

Valeo Financial Advisors’s RTX Corp RTX Stock Holding History

Valeo 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
2023
Q3 		– Sell
-600
Closed -$59 – 672
2023
Q2 		$59 Buy
+600
New +$58.7K ﹤0.01% 600

Other funds holding RTX

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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Valeo Financial Advisors increased its RTX Corp (RTX) stake by 4.3% in Q2 2026, buying an estimated $387K and bringing the position to 50,921 shares worth $9.66M. The position accounts for 0.2% of the portfolio, ranked #54.

Valeo Financial Advisors first reported a position in RTX in Q3 2017 and has held it in 36 quarters since. The position peaked at $10.4M in Q4 2025. 1,785 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Valeo Financial Advisors held 50,921 shares of RTX Corp worth $9.66M as of Q2 2026.
  • Valeo Financial Advisors bought 2,110 RTX Corp shares in Q2 2026, an estimated $387K.
  • RTX Corp made up 0.2% of Valeo Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • Valeo Financial Advisors first reported a position in RTX Corp in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's RTX Corp position peaked at $10.4M in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.