Wingate Wealth Advisors’s RTX Corp RTX Stock Holding History

Wingate 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 Q2	$525K	Sell	2,766 -113	-4%	-$20.7K	0.23%	73
2026 Q1	$555K	Hold	2,879	–	–	0.3%	67
2025 Q4	$528K	Sell	2,879 -718	-20%	-$125K	0.29%	67
2025 Q3	$602K	Hold	3,597	–	–	0.42%	63
2025 Q2	$525K	Sell	3,597 -120	-3%	-$16K	0.47%	61
2025 Q1	$492K	Sell	3,717 -213	-5%	-$27K	0.57%	55
2024 Q4	$455K	Buy	+3,930	New	+$475K	0.45%	59

Other funds holding RTX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Wingate Wealth Advisors's RTX Position: Q2 2026 in Review

Wingate Wealth Advisors reduced its RTX Corp (RTX) stake by 3.9% in Q2 2026, selling an estimated $20.7K and leaving 2,766 shares worth $525K. The position accounts for 0.23% of the portfolio, ranked #73.

Wingate Wealth Advisors first reported a position in RTX in Q4 2024 and has held it in 7 quarters since. The position peaked at $602K in Q3 2025. 1,897 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Wingate Wealth Advisors held 2,766 shares of RTX Corp worth $525K as of Q2 2026.
Wingate Wealth Advisors sold 113 RTX Corp shares in Q2 2026, an estimated $20.7K.
RTX Corp made up 0.23% of Wingate Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Wingate Wealth Advisors first reported a position in RTX Corp in Q4 2024 and has held it in 7 quarters since.
Wingate Wealth Advisors's RTX Corp position peaked at $602K in Q3 2025.
1,897 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.