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West Branch Capital’s RTX Corp RTX Stock Holding History

West Branch Capital’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 		$532K Sell
2,804
-4,829
-63% -$886K 0.12% 51
2026
Q1 		$1.47M Buy
7,633
+4,701
+160% +$935K 0.39% 43
2025
Q4 		$538K Buy
2,932
+1,614
+122% +$280K 0.14% 56
2025
Q3 		$220K Hold
1,318
– – 0.06% 86
2025
Q2 		$192K Sell
1,318
-992
-43% -$132K 0.06% 86
2025
Q1 		$306K Sell
2,310
-110
-5% -$13.9K 0.1% 69
2024
Q4 		$280K Hold
2,420
– – 0.09% 74
2024
Q3 		$293K Buy
2,420
+2
+0.1% +$228 0.1% 72
2024
Q2 		$243K Hold
2,418
– – 0.09% 75
2024
Q1 		$236K Sell
2,418
-205
-8% -$18.5K 0.1% 77
2023
Q4 		$221K Sell
2,623
-991
-27% -$78.4K 0.1% 70
2023
Q3 		$260K Hold
3,614
– – 0.14% 66
2023
Q2 		$354K Sell
3,614
-58
-2% -$5.68K 0.18% 56
2023
Q1 		$360K Hold
3,672
– – 0.2% 56
2022
Q4 		$371K Buy
3,672
+263
+8% +$24.7K 0.23% 53
2022
Q3 		$279K Hold
3,409
– – 0.17% 67
2022
Q2 		$328K Hold
3,409
– – 0.19% 60
2022
Q1 		$338K Hold
3,409
– – 0.16% 64
2021
Q4 		$293K Sell
3,409
-386
-10% -$33.6K 0.12% 72
2021
Q3 		$326K Sell
3,795
-41
-1% -$3.51K 0.16% 67
2021
Q2 		$327K Buy
3,836
+293
+8% +$24.7K 0.16% 70
2021
Q1 		$274K Buy
3,543
+3
+0.1% +$219 0.16% 72
2020
Q4 		$253K Sell
3,540
-163
-4% -$10.7K 0.15% 77
2020
Q3 		$213K Hold
3,703
– – 0.14% 79
2020
Q2 		$228K Sell
3,703
-2,327
-39% -$145K 0.16% 75
2020
Q1 		$358K Sell
6,030
-2,222
-27% -$188K 0.34% 55
2019
Q4 		$778K Sell
8,252
-3,901
-32% -$354K 0.54% 50
2019
Q3 		$1.04M Buy
12,153
+1,368
+13% +$114K 0.77% 45
2019
Q2 		$884K Buy
10,785
+750
+7% +$62.7K 0.73% 38
2019
Q1 		$814K Buy
10,035
+504
+5% +$38.3K 0.73% 39
2018
Q4 		$639K Sell
9,531
-3,823
-29% -$300K 0.67% 44
2018
Q3 		$1.18M Buy
13,354
+269
+2% +$22.6K 0.87% 36
2018
Q2 		$1.03M Sell
13,085
-104
-0.8% -$8.14K 0.81% 41
2018
Q1 		$1.04M Buy
+13,189
New +$1.09M 1.15% 30

Other funds holding RTX

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

West Branch Capital's RTX Position: Q2 2026 in Review

West Branch Capital reduced its RTX Corp (RTX) stake by 63% in Q2 2026, selling an estimated $886K and leaving 2,804 shares worth $532K. The position accounts for 0.12% of the portfolio, ranked #51.

West Branch Capital first reported a position in RTX in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.47M in Q1 2026. 952 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • West Branch Capital held 2,804 shares of RTX Corp worth $532K as of Q2 2026.
  • West Branch Capital sold 4,829 RTX Corp shares in Q2 2026, an estimated $886K.
  • RTX Corp made up 0.12% of West Branch Capital's portfolio in Q2 2026, its #51 holding.
  • West Branch Capital first reported a position in RTX Corp in Q1 2018 and has held it in 34 quarters since.
  • West Branch Capital's RTX Corp position peaked at $1.47M in Q1 2026.
  • 952 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.