WFAG
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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
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
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

Wescott Financial Advisory Group's RTX Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its RTX Corp (RTX) stake by 1.3% in Q1 2026, buying an estimated $14.1K and bringing the position to 5,475 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #97.

Wescott Financial Advisory Group first reported a position in RTX in Q4 2022 and has held it in 14 quarters since. 3,447 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Wescott Financial Advisory Group held 5,475 shares of RTX Corp worth $1.06M as of Q1 2026.
  • Wescott Financial Advisory Group bought 71 RTX Corp shares in Q1 2026, an estimated $14.1K.
  • RTX Corp made up 0.09% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #97 holding.
  • Wescott Financial Advisory Group first reported a position in RTX Corp in Q4 2022 and has held it in 14 quarters since.
  • 3,447 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.