Essex Investment Management’s RTX Corp RTX Stock Holding History

Essex Investment 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 Q1	–	Sell	-778	Closed	-$90K	–	322
2024 Q4	$90K	Hold	778	–	–	0.02%	226
2024 Q3	$94.3K	Hold	778	–	–	0.02%	233
2024 Q2	$78.1K	Hold	778	–	–	0.01%	239
2024 Q1	$75.9K	Hold	778	–	–	0.02%	236
2023 Q4	$65.5K	Hold	778	–	–	0.01%	254
2023 Q3	$56K	Sell	778 -13,570	-95%	-$1.16M	0.01%	311
2023 Q2	$1.41M	Hold	14,348	–	–	0.2%	163
2023 Q1	$1.41M	Buy	+14,348	New	+$1.41M	0.2%	153
2020 Q4	–	Sell	-250	Closed	-$14K	–	511
2020 Q3	$14K	Buy	+250	New	+$15.2K	﹤0.01%	421
2014 Q3	–	Sell	-123,435	Closed	-$8.97M	–	377
2014 Q2	$8.97M	Sell	123,435 -2,624	-2%	-$193K	1.32%	12
2014 Q1	$9.27M	Buy	126,059 +50,470	+67%	+$3.63M	1.35%	12
2013 Q4	$5.41M	Buy	75,589 +34,162	+82%	+$2.33M	0.77%	28
2013 Q3	$2.81M	Buy	+41,427	New	+$2.71M	0.43%	69

Other funds holding RTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Essex Investment Management's RTX Position: Q1 2025 in Review

Essex Investment Management sold out of RTX Corp (RTX) in Q1 2025, closing a stake of 778 shares — an estimated $90K sold.

Essex Investment Management first reported a position in RTX in Q3 2013 and held it in 13 quarters. The position peaked at $9.27M in Q1 2014. 2,915 funds tracked by Wall St. Rank hold RTX as of Q1 2025.

Essex Investment Management reported no remaining RTX Corp position as of Q1 2025 after selling out during the quarter.
Essex Investment Management sold 778 RTX Corp shares in Q1 2025, an estimated $90K.
Essex Investment Management first reported a position in RTX Corp in Q3 2013 and held it in 13 quarters.
Essex Investment Management's RTX Corp position peaked at $9.27M in Q1 2014.
2,915 funds tracked by Wall St. Rank held RTX Corp as of Q1 2025.

Based on Essex Investment Management's 13F filing for Q1 2025, filed 7 May 2025.