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Carolinas Wealth Consulting’s RTX Corp RTX Stock Holding History

Carolinas Wealth Consulting’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
-3,817
Closed -$506K – 753
2025
Q1 		$506K Sell
3,817
-12
-0.3% -$1.52K 0.11% 100
2024
Q4 		$443K Sell
3,829
-3
-0.1% -$362 0.09% 116
2024
Q3 		$464K Buy
3,832
+352
+10% +$40.1K 0.08% 118
2024
Q2 		$349K Buy
3,480
+9
+0.3% +$931 0.07% 132
2024
Q1 		$339K Sell
3,471
-8,603
-71% -$777K 0.07% 129
2023
Q4 		$306K Sell
12,074
-106
-0.9% -$8.39K 0.07% 126
2023
Q3 		$304K Sell
12,180
-1,161
-9% -$99.4K 0.08% 115
2023
Q2 		$479K Sell
13,341
-327
-2% -$32K 0.09% 105
2023
Q1 		$510K Buy
13,668
+274
+2% +$27K 0.11% 104
2022
Q4 		$498K Buy
13,394
+173
+1% +$16.3K 0.11% 100
2022
Q3 		$392K Sell
13,221
-352
-3% -$31.9K 0.1% 105
2022
Q2 		$492K Buy
13,573
+8,546
+170% +$822K 0.12% 87
2022
Q1 		$498K Sell
5,027
-82
-2% -$7.77K 0.11% 91
2021
Q4 		$440K Buy
5,109
+608
+14% +$53K 0.1% 98
2021
Q3 		$387K Sell
4,501
-165
-4% -$14.1K 0.09% 100
2021
Q2 		$398K Sell
4,666
-884
-16% -$74.4K 0.09% 103
2021
Q1 		$429K Buy
5,550
+226
+4% +$16.5K 0.1% 95
2020
Q4 		$381K Buy
5,324
+1,886
+55% +$124K 0.1% 99
2020
Q3 		$198K Buy
3,438
+1,192
+53% +$72.6K 0.07% 131
2020
Q2 		$138K Buy
+2,246
New +$140K 0.05% 124

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carolinas Wealth Consulting's RTX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of RTX Corp (RTX) in Q2 2025, closing a stake of 3,817 shares — an estimated $506K sold.

Carolinas Wealth Consulting first reported a position in RTX in Q2 2020 and held it in 20 quarters. The position peaked at $510K in Q1 2023. 2,985 funds tracked by Wall St. Rank hold RTX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining RTX Corp position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,817 RTX Corp shares in Q2 2025, an estimated $506K.
  • Carolinas Wealth Consulting first reported a position in RTX Corp in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's RTX Corp position peaked at $510K in Q1 2023.
  • 2,985 funds tracked by Wall St. Rank held RTX Corp as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.