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Avantax Advisory Services’s RTX Corp RTX Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$24.4M Buy
167,184
+2,588
+2% +$345K 0.13% 117
2025
Q1 		$21.8M Sell
164,596
-6,479
-4% -$821K 0.13% 123
2024
Q4 		$19.8M Buy
171,075
+6,002
+4% +$725K 0.12% 126
2024
Q3 		$20M Sell
165,073
-1,897
-1% -$216K 0.13% 121
2024
Q2 		$16.8M Buy
166,970
+52,762
+46% +$5.46M 0.12% 129
2024
Q1 		$11.1M Buy
114,208
+1,347
+1% +$122K 0.1% 158
2023
Q4 		$9.5M Sell
112,861
-22,686
-17% -$1.8M 0.09% 173
2023
Q3 		$9.76M Buy
135,547
+4,063
+3% +$348K 0.11% 146
2023
Q2 		$12.9M Buy
131,484
+7,716
+6% +$755K 0.15% 114
2023
Q1 		$12.1M Buy
123,768
+39,387
+47% +$3.88M 0.15% 112
2022
Q4 		$8.52M Buy
84,381
+2,894
+4% +$272K 0.11% 149
2022
Q3 		$6.67M Buy
81,487
+10,510
+15% +$951K 0.1% 159
2022
Q2 		$6.82M Buy
70,977
+5,628
+9% +$541K 0.1% 155
2022
Q1 		$6.47M Buy
65,349
+8,650
+15% +$820K 0.09% 164
2021
Q4 		$4.88M Buy
56,699
+1,126
+2% +$98.1K 0.07% 206
2021
Q3 		$4.78M Buy
55,573
+2,645
+5% +$226K 0.08% 183
2021
Q2 		$4.52M Buy
52,928
+348
+0.7% +$29.3K 0.08% 184
2021
Q1 		$4.06M Sell
52,580
-3,404
-6% -$248K 0.09% 176
2020
Q4 		$4.01M Sell
55,984
-63,086
-53% -$4.15M 0.1% 157
2020
Q3 		$6.86M Buy
119,070
+56,617
+91% +$3.45M 0.11% 156
2020
Q2 		$3.85M Buy
62,453
+23,891
+62% +$1.49M 0.11% 137
2020
Q1 		$2.29M Buy
38,562
+8,020
+26% +$679K 0.07% 169
2019
Q4 		$2.87M Buy
30,542
+9,868
+48% +$895K 0.07% 166
2019
Q3 		$1.78M Buy
20,674
+8,367
+68% +$695K 0.07% 141
2019
Q2 		$1.01M Buy
12,307
+2,419
+24% +$202K 0.04% 192
2019
Q1 		$802K Buy
9,888
+292
+3% +$22.2K 0.04% 206
2018
Q4 		$643K Buy
+9,596
New +$753K 0.11% 185

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avantax Advisory Services's RTX Position: Q2 2025 in Review

Avantax Advisory Services increased its RTX Corp (RTX) stake by 1.6% in Q2 2025, buying an estimated $345K and bringing the position to 167,184 shares worth $24.4M. The position accounts for 0.13% of the portfolio, ranked #117.

Avantax Advisory Services first reported a position in RTX in Q4 2018 and has held it in 27 quarters since. 2,990 funds tracked by Wall St. Rank hold RTX as of Q2 2025.

  • Avantax Advisory Services held 167,184 shares of RTX Corp worth $24.4M as of Q2 2025.
  • Avantax Advisory Services bought 2,588 RTX Corp shares in Q2 2025, an estimated $345K.
  • RTX Corp made up 0.13% of Avantax Advisory Services's portfolio in Q2 2025, its #117 holding.
  • Avantax Advisory Services first reported a position in RTX Corp in Q4 2018 and has held it in 27 quarters since.
  • 2,990 funds tracked by Wall St. Rank held RTX Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.