RTX Corporation
MX ˙ BMV ˙ US75513E1010
SecurityMX:RTX / RTX Corporation
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership25,144 shares
Latest Disclosed Value $ 4,850,318
Wealthcare Advisory Partners LLC reports 7.19% increase in ownership of RTX / RTX Corporation

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 25,144 shares of RTX Corporation (MX:RTX) valued at $4,850,318 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 23,457 shares of RTX Corporation. This represents a change in shares of 7.19% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F RTX COM 75513E101 25,144 1,687 7.19 4,850 12.74 0.0943
2026-01-14 2025-12-31 13F RTX COM 75513E101 23,457 8,918 61.34 4,302 76.89 0.0845
2025-11-07 2025-09-30 13F RTX COM 75513E101 14,539 938 6.90 2,433 22.46 0.0507
2025-07-22 2025-06-30 13F RTX COM 75513E101 13,601 127 0.94 1,986 11.32 0.0453
2025-04-15 2025-03-31 13F RTX COM 75513E101 13,474 518 4.00 1,785 19.01 0.0479
2025-01-15 2024-12-31 13F RTX COM 75513E101 12,956 -540 -4.00 1,499 -8.32 0.0416
2024-11-04 2024-09-30 13F RTX COM 75513E101 13,496 -746 -5.24 1,635 14.42 0.0466
2024-08-12 2024-06-30 13F RTX COM 75513E101 14,242 1,245 9.58 1,430 12.79 0.0447
2024-04-15 2024-03-31 13F RTX COM 75513E101 12,997 1,388 11.96 1,268 29.82 0.0416
2024-02-06 2023-12-31 13F RTX COM 75513E101 11,609 -4,292 -26.99 977 -14.69 0.0388
2023-10-12 2023-09-30 13F RTX COM 75513E101 15,901 4,721 42.23 1,144 4.47 0.0526
2023-07-17 2023-06-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 11,180 -575 -4.89 1,095 -4.87 0.0490
2023-05-04 2023-03-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 11,755 -121 -1.02 1,151 -3.92 0.0495
2023-02-13 2022-12-31 13F RAYTHEON TECHNOLOGIES COMMON 75513E101 11,876 1,527 14.76 1,199 41.44 0.0573
2022-11-14 2022-09-30 13F RAYTHEON TECHNOLOGIES COMMON 75513E101 10,349 23 0.22 847 -14.62 0.0483
2022-08-15 2022-06-30 13F RAYTHEON TECHNOLOGIES COMMON 75513E101 10,326 361 3.62 992 0.51 0.0600
2022-04-15 2022-03-31 13F RAYTHEON TECHNOLOGIES COMMON 75513E101 9,965 1,173 13.34 987 30.38 0.0599
2022-02-11 2021-12-31 13F RAYTHEON TECHNOLOGIES COMMON 75513E101 8,792 1,008 12.95 757 13.15 0.0453
2021-11-15 2021-09-30 13F RAYTHEON TECHNOLOGIES Equity 75513E101 7,784 1,153 17.39 669 18.20 0.0437
2021-08-16 2021-06-30 13F RAYTHEON TECHNOLOGIES COMMON 75513E101 6,631 314 4.97 566 15.98 0.0379
2021-04-30 2021-03-31 13F RAYTHEON TECHNOLOGIES COMMON 75513E101 6,317 768 13.84 488 22.92 0.0353
2021-02-12 2020-12-31 13F RAYTHEON TECHNOLOGIES COMMON 75513E101 5,549 680 13.97 397 41.79 0.0353
2020-10-29 2020-09-30 13F RAYTHEON TECHNOLOGIES COMMON 75513E101 4,869 4,869 280 0.0307
2020-04-29 2020-03-31 13F UNITED TECHNOLOGIES COMMON 913017109 0 -2,381 -100.00 0 -100.00
2020-01-29 2019-12-31 13F UNITED TECHNOLOGIES COMMON 913017109 2,381 3 0.13 357 9.85 0.0454
2019-10-16 2019-09-30 13F UNITED TECHNOLOGIES COMMON 913017109 2,378 467 24.44 325 30.52 0.0472
2019-07-30 2019-06-30 13F UNITED TECHNOLOGIES COMMON 913017109 1,911 33 1.76 249 2.89 0.0394
2019-05-13 2019-03-31 13F UNITED TECHNOLOGIES COMMON 913017109 1,878 195 11.59 242 35.20 0.0413
2019-02-14 2018-12-31 13F UNITED TECHNOLOGIES COMMON 913017109 1,683 493 41.43 179 7.83 0.0347
2018-11-14 2018-09-30 13F UNITED TECHNOLOGIES COMMON 913017109 1,190 163 15.87 166 29.69 0.0305
2018-08-13 2018-06-30 13F UNITED TECHNOLOGIES COMMON 913017109 1,027 129 14.37 128 13.27 0.0251
2018-05-14 2018-03-31 13F UNITED TECHNOLOGIES COMMON 913017109 898 -314 -25.91 113 -27.10 0.0255
2018-02-14 2017-12-31 13F UNITED TECHNOLOGIES COMMON 913017109 1,212 192 18.82 155 31.36 0.0399
2017-11-15 2017-09-30 13F UNITED TECHNOLOGIES COMMON 913017109 1,020 1,020 118 0.0351
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.