Berry Wealth Group’s RTX Corp RTX Stock Holding History

Berry Wealth Group’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 Q3	–	Sell	-2,521	Closed	-$368K	–	93
2025 Q2	$368K	Buy	2,521 +742	+42%	+$98.9K	0.26%	54
2025 Q1	$236K	Buy	+1,779	New	+$226K	0.18%	84

Other funds holding RTX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Berry Wealth Group's RTX Position: Q3 2025 in Review

Berry Wealth Group sold out of RTX Corp (RTX) in Q3 2025, closing a stake of 2,521 shares — an estimated $368K sold.

Berry Wealth Group first reported a position in RTX in Q1 2025 and held it in 2 quarters. The position peaked at $368K in Q2 2025. 3,101 funds tracked by Wall St. Rank hold RTX as of Q3 2025.

Berry Wealth Group reported no remaining RTX Corp position as of Q3 2025 after selling out during the quarter.
Berry Wealth Group sold 2,521 RTX Corp shares in Q3 2025, an estimated $368K.
Berry Wealth Group first reported a position in RTX Corp in Q1 2025 and held it in 2 quarters.
Berry Wealth Group's RTX Corp position peaked at $368K in Q2 2025.
3,101 funds tracked by Wall St. Rank held RTX Corp as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.