Congress Wealth Management’s RTX Corp RTX Stock Holding History

Congress 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	$14.4M	Buy	98,764 +36,035	+57%	+$4.8M	0.14%	176
2025 Q1	$8.31M	Buy	62,729 +12,407	+25%	+$1.57M	0.1%	237
2024 Q4	$5.82M	Sell	50,322 -30,716	-38%	-$3.71M	0.08%	269
2024 Q3	$9.82M	Buy	81,038 +24,577	+44%	+$2.8M	0.13%	215
2024 Q2	$5.67M	Buy	56,461 +42,574	+307%	+$4.4M	0.09%	237
2024 Q1	$1.35M	Buy	13,887 +558	+4%	+$50.4K	0.02%	353
2023 Q4	$1.12M	Buy	13,329 +3,689	+38%	+$292K	0.02%	378
2023 Q3	$694K	Buy	9,640 +7	+0.1%	+$600	0.01%	410
2023 Q2	$944K	Sell	9,633 -74	-0.8%	-$7.25K	0.02%	347
2023 Q1	$951K	Sell	9,707 -169	-2%	-$16.6K	0.02%	350
2022 Q4	$997K	Buy	9,876 +793	+9%	+$74.6K	0.03%	337
2022 Q3	$743K	Buy	9,083 +681	+8%	+$61.6K	0.02%	362
2022 Q2	$808K	Sell	8,402 -1,048	-11%	-$101K	0.02%	356
2022 Q1	$936K	Buy	9,450 +17	+0.2%	+$1.61K	0.02%	362
2021 Q4	$812K	Buy	+9,433	New	+$822K	0.02%	399

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 $5.7T 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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