Bernard Wealth Management’s RTX Corp RTX Stock Holding History

Bernard Wealth Management’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	–	Sell	-26	Closed	-$3.44K	–	376
2025 Q1	$3.44K	Buy	+26	New	+$3.3K	﹤0.01%	275

Other funds holding RTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bernard Wealth Management's RTX Position: Q2 2025 in Review

Bernard Wealth Management sold out of RTX Corp (RTX) in Q2 2025, closing a stake of 26 shares — an estimated $3.44K sold.

Bernard Wealth Management first reported a position in RTX in Q1 2025 and held it in 1 quarter. The position peaked at $3.44K in Q1 2025. 2,986 funds tracked by Wall St. Rank hold RTX as of Q2 2025.

Bernard Wealth Management reported no remaining RTX Corp position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 26 RTX Corp shares in Q2 2025, an estimated $3.44K.
Bernard Wealth Management first reported a position in RTX Corp in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's RTX Corp position peaked at $3.44K in Q1 2025.
2,986 funds tracked by Wall St. Rank held RTX Corp as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.