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WCG Wealth Advisors’s RTX Corp RTX Stock Holding History

WCG 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
Q1 		$4.46M Buy
23,146
+2,048
+10% +$407K 0.12% 168
2025
Q4 		$3.87M Buy
21,098
+10,235
+94% +$1.78M 0.11% 179
2025
Q3 		$1.82M Sell
10,863
-827
-7% -$128K 0.11% 163
2025
Q2 		$1.71M Sell
11,690
-2,256
-16% -$301K 0.11% 175
2025
Q1 		$1.85M Sell
13,946
-988
-7% -$125K 0.14% 147
2024
Q4 		$1.73M Buy
14,934
+3,118
+26% +$377K 0.11% 163
2024
Q3 		$1.43M Buy
11,816
+916
+8% +$104K 0.1% 188
2024
Q2 		$1.09M Buy
+10,900
New +$1.13M 0.08% 189
2024
Q1 		– Sell
-12,722
Closed -$1.07M – 300
2023
Q4 		$1.07M Sell
12,722
-2,159
-15% -$171K 0.08% 195
2023
Q3 		$1.08M Buy
14,881
+4,385
+42% +$376K 0.08% 193
2023
Q2 		$1.03M Sell
10,496
-266
-2% -$26K 0.12% 111
2023
Q1 		$1.05M Buy
10,762
+485
+5% +$47.8K 0.14% 111
2022
Q4 		$1.04M Buy
10,277
+1,961
+24% +$184K 0.14% 108
2022
Q3 		$831K Sell
8,316
-1,963
-19% -$178K 0.11% 141
2022
Q2 		$988K Buy
+10,279
New +$988K 0.14% 119

Other funds holding RTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCG Wealth Advisors's RTX Position: Q1 2026 in Review

WCG Wealth Advisors increased its RTX Corp (RTX) stake by 9.7% in Q1 2026, buying an estimated $407K and bringing the position to 23,146 shares worth $4.46M. The position accounts for 0.12% of the portfolio, ranked #168.

WCG Wealth Advisors first reported a position in RTX in Q2 2022 and has held it in 15 quarters since. 3,451 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • WCG Wealth Advisors held 23,146 shares of RTX Corp worth $4.46M as of Q1 2026.
  • WCG Wealth Advisors bought 2,048 RTX Corp shares in Q1 2026, an estimated $407K.
  • RTX Corp made up 0.12% of WCG Wealth Advisors's portfolio in Q1 2026, its #168 holding.
  • WCG Wealth Advisors first reported a position in RTX Corp in Q2 2022 and has held it in 15 quarters since.
  • 3,451 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.