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Carbahal Olsen Financial Services Group’s RTX Corp RTX Stock Holding History

Carbahal Olsen Financial Services 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
2026
Q1 		– Sell
-2,364
Closed -$311K – 42
2025
Q4 		$311K Buy
+2,364
New +$411K 0.24% 29

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Dodge & Cox
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carbahal Olsen Financial Services Group's RTX Position: Q1 2026 in Review

Carbahal Olsen Financial Services Group sold out of RTX Corp (RTX) in Q1 2026, closing a stake of 2,364 shares — an estimated $311K sold.

Carbahal Olsen Financial Services Group first reported a position in RTX in Q4 2025 and held it in 1 quarter. The position peaked at $311K in Q4 2025. 3,477 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Carbahal Olsen Financial Services Group reported no remaining RTX Corp position as of Q1 2026 after selling out during the quarter.
  • Carbahal Olsen Financial Services Group sold 2,364 RTX Corp shares in Q1 2026, an estimated $311K.
  • Carbahal Olsen Financial Services Group first reported a position in RTX Corp in Q4 2025 and held it in 1 quarter.
  • Carbahal Olsen Financial Services Group's RTX Corp position peaked at $311K in Q4 2025.
  • 3,477 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q1 2026, filed 11 May 2026.