Bordeaux Wealth Advisors’s RTX Corp RTX Stock Holding History

Bordeaux 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
2025 Q2	–	Sell	-2,322	Closed	-$308K	–	171
2025 Q1	$308K	Buy	2,322 +13	+0.6%	+$1.65K	0.06%	117
2024 Q4	$267K	Sell	2,309 -78	-3%	-$9.42K	0.04%	127
2024 Q3	$289K	Buy	+2,387	New	+$272K	0.05%	124

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

Bordeaux Wealth Advisors's RTX Position: Q2 2025 in Review

Bordeaux Wealth Advisors sold out of RTX Corp (RTX) in Q2 2025, closing a stake of 2,322 shares — an estimated $308K sold.

Bordeaux Wealth Advisors first reported a position in RTX in Q3 2024 and held it in 3 quarters. The position peaked at $308K in Q1 2025. 2,986 funds tracked by Wall St. Rank hold RTX as of Q2 2025.

Bordeaux Wealth Advisors reported no remaining RTX Corp position as of Q2 2025 after selling out during the quarter.
Bordeaux Wealth Advisors sold 2,322 RTX Corp shares in Q2 2025, an estimated $308K.
Bordeaux Wealth Advisors first reported a position in RTX Corp in Q3 2024 and held it in 3 quarters.
Bordeaux Wealth Advisors's RTX Corp position peaked at $308K in Q1 2025.
2,986 funds tracked by Wall St. Rank held RTX Corp as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.