VFA
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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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Valeo Financial Advisors's RTX Position: Q3 2026 in Review

Valeo Financial Advisors increased its RTX Corp (RTX) stake by 0.42% in Q3 2026, buying an estimated $43.4K and bringing the position to 51,133 shares worth $9.49M. The position accounts for 0.2% of the portfolio, ranked #56.

Valeo Financial Advisors first reported a position in RTX in Q3 2017 and has held it in 37 quarters since. The position peaked at $10.4M in Q4 2025. 187 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Valeo Financial Advisors held 51,133 shares of RTX Corp worth $9.49M as of Q3 2026.
  • Valeo Financial Advisors bought 212 RTX Corp shares in Q3 2026, an estimated $43.4K.
  • RTX Corp made up 0.2% of Valeo Financial Advisors's portfolio in Q3 2026, its #56 holding.
  • Valeo Financial Advisors first reported a position in RTX Corp in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's RTX Corp position peaked at $10.4M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.