Wescott Financial Advisory Group’s RTX Corp RTX Stock Holding History

Wescott Financial Advisory Group’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	$1.07M	Buy	5,644 +169	+3%	+$31K	0.08%	100
2026 Q1	$1.06M	Buy	5,475 +71	+1%	+$14.1K	0.09%	97
2025 Q4	$991K	Buy	5,404 +1,373	+34%	+$239K	0.09%	101
2025 Q3	$675K	Buy	4,031 +9	+0.2%	+$1.4K	0.06%	110
2025 Q2	$587K	Buy	4,022 +3	+0.1%	+$400	0.06%	110
2025 Q1	$532K	Buy	4,019 +56	+1%	+$7.1K	0.06%	110
2024 Q4	$459K	Buy	3,963 +125	+3%	+$15.1K	0.05%	119
2024 Q3	$465K	Buy	3,838 +34	+0.9%	+$3.88K	0.05%	119
2024 Q2	$382K	Buy	3,804 +68	+2%	+$7.03K	0.04%	130
2024 Q1	$364K	Sell	3,736 -62	-2%	-$5.6K	0.05%	123
2023 Q4	$320K	Buy	3,798 +62	+2%	+$4.91K	0.04%	131
2023 Q3	$269K	Sell	3,736 -34	-0.9%	-$2.91K	0.05%	134
2023 Q2	$369K	Sell	3,770 -23	-0.6%	-$2.25K	0.07%	118
2023 Q1	$371K	Buy	3,793 +1,610	+74%	+$159K	0.08%	112
2022 Q4	$220K	Buy	+2,183	New	+$205K	0.05%	139

Other funds holding RTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wescott Financial Advisory Group's RTX Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its RTX Corp (RTX) stake by 3.1% in Q2 2026, buying an estimated $31K and bringing the position to 5,644 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #100.

Wescott Financial Advisory Group first reported a position in RTX in Q4 2022 and has held it in 15 quarters since. 3,452 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Wescott Financial Advisory Group held 5,644 shares of RTX Corp worth $1.07M as of Q2 2026.
Wescott Financial Advisory Group bought 169 RTX Corp shares in Q2 2026, an estimated $31K.
RTX Corp made up 0.08% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #100 holding.
Wescott Financial Advisory Group first reported a position in RTX Corp in Q4 2022 and has held it in 15 quarters since.
3,452 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.