WFA
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Wellspring Financial Advisors’s RTX Corp RTX Stock Holding History

Wellspring 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 		$2.73M Buy
14,397
+20
+0.1% +$3.67K 0.18% 55
2026
Q1 		$2.77M Buy
14,377
+9,176
+176% +$1.82M 0.21% 50
2025
Q4 		$955K Buy
5,201
+2,690
+107% +$467K 0.08% 89
2025
Q3 		$420K Sell
2,511
-44
-2% -$6.83K 0.04% 101
2025
Q2 		$373K Buy
2,555
+112
+5% +$14.9K 0.04% 98
2025
Q1 		$324K Buy
2,443
+1
+0% +$127 0.04% 91
2024
Q4 		$283K Sell
2,442
-341
-12% -$41.2K 0.03% 101
2024
Q3 		$337K Buy
2,783
+515
+23% +$58.7K 0.04% 106
2024
Q2 		$228K Buy
2,268
+125
+6% +$12.9K 0.03% 129
2024
Q1 		$209K Buy
+2,143
New +$193K 0.03% 126
2023
Q1 		– Sell
-3,122
Closed -$315K – 130
2022
Q4 		$315K Buy
+3,122
New +$294K 0.1% 79
2022
Q2 		– Sell
-1,865
Closed -$185K – 135
2022
Q1 		$185K Buy
+1,865
New +$177K 0.05% 95

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
LA
LBP AM Paris, France $10B AUM 43.88% 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

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

Wellspring Financial Advisors increased its RTX Corp (RTX) stake by 0.14% in Q2 2026, buying an estimated $3.67K and bringing the position to 14,397 shares worth $2.73M. The position accounts for 0.18% of the portfolio, ranked #55.

Wellspring Financial Advisors first reported a position in RTX in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.77M in Q1 2026. 1,165 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Wellspring Financial Advisors held 14,397 shares of RTX Corp worth $2.73M as of Q2 2026.
  • Wellspring Financial Advisors bought 20 RTX Corp shares in Q2 2026, an estimated $3.67K.
  • RTX Corp made up 0.18% of Wellspring Financial Advisors's portfolio in Q2 2026, its #55 holding.
  • Wellspring Financial Advisors first reported a position in RTX Corp in Q1 2022 and has held it in 12 quarters since.
  • Wellspring Financial Advisors's RTX Corp position peaked at $2.77M in Q1 2026.
  • 1,165 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.