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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Congress Wealth Management's RTX Position: Q2 2025 in Review

Congress Wealth Management increased its RTX Corp (RTX) stake by 57% in Q2 2025, buying an estimated $4.8M and bringing the position to 98,764 shares worth $14.4M. The position accounts for 0.14% of the portfolio, ranked #176.

Congress Wealth Management first reported a position in RTX in Q4 2021 and has held it in 15 quarters since. 2,990 funds tracked by Wall St. Rank hold RTX as of Q2 2025.

  • Congress Wealth Management held 98,764 shares of RTX Corp worth $14.4M as of Q2 2025.
  • Congress Wealth Management bought 36,035 RTX Corp shares in Q2 2025, an estimated $4.8M.
  • RTX Corp made up 0.14% of Congress Wealth Management's portfolio in Q2 2025, its #176 holding.
  • Congress Wealth Management first reported a position in RTX Corp in Q4 2021 and has held it in 15 quarters since.
  • 2,990 funds tracked by Wall St. Rank held RTX Corp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.