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Financial Advocates Investment Management’s RTX Corp RTX Stock Holding History

Financial Advocates 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
Q3 		$234K Sell
1,397
-4,717
-77% -$732K 0.13% 96
2025
Q2 		$893K Sell
6,114
-5,444
-47% -$725K 0.07% 249
2025
Q1 		$1.53M Sell
11,558
-2,367
-17% -$300K 0.11% 205
2024
Q4 		$1.61M Sell
13,925
-538
-4% -$65K 0.09% 209
2024
Q3 		$1.75M Buy
14,463
+68
+0.5% +$7.75K 0.1% 201
2024
Q2 		$1.45M Buy
14,395
+1,000
+7% +$103K 0.09% 215
2024
Q1 		$1.31M Buy
13,395
+686
+5% +$61.9K 0.08% 253
2023
Q4 		$1.07M Buy
12,709
+2,231
+21% +$177K 0.07% 269
2023
Q3 		$754K Sell
10,478
-2,016
-16% -$173K 0.05% 323
2023
Q2 		$1.22M Buy
12,494
+348
+3% +$34.1K 0.09% 235
2023
Q1 		$1.19M Sell
12,146
-46
-0.4% -$4.53K 0.09% 254
2022
Q4 		$1.23M Buy
12,192
+4,834
+66% +$455K 0.09% 244
2022
Q3 		$592K Sell
7,358
-3,313
-31% -$300K 0.05% 370
2022
Q2 		$1.02M Buy
10,671
+2,481
+30% +$239K 0.08% 265
2022
Q1 		$812K Sell
8,190
-104
-1% -$9.86K 0.05% 343
2021
Q4 		$714K Buy
8,294
+53
+0.6% +$4.62K 0.05% 401
2021
Q3 		$696K Sell
8,241
-2,102
-20% -$180K 0.05% 394
2021
Q2 		$883K Sell
10,343
-3,444
-25% -$290K 0.06% 341
2021
Q1 		$1.07M Sell
13,787
-182
-1% -$13.3K 0.08% 304
2020
Q4 		$999K Sell
13,969
-83
-0.6% -$5.46K 0.07% 305
2020
Q3 		$809K Sell
14,052
-2,434
-15% -$148K 0.07% 285
2020
Q2 		$1.02M Sell
16,486
-7,929
-32% -$495K 0.1% 245
2020
Q1 		$1.45M Buy
24,415
+164
+0.7% +$13.9K 0.21% 132
2019
Q4 		$2.29M Buy
24,251
+3,594
+17% +$326K 0.24% 104
2019
Q3 		$1.77M Sell
20,657
-326
-2% -$27.1K 0.2% 120
2019
Q2 		$1.72M Sell
20,983
-2,216
-10% -$185K 0.2% 127
2019
Q1 		$1.88M Sell
23,199
-1,191
-5% -$90.5K 0.23% 115
2018
Q4 		$1.64M Sell
24,390
-1,171
-5% -$91.9K 0.22% 118
2018
Q3 		$2.25M Sell
25,561
-265
-1% -$22.3K 0.25% 96
2018
Q2 		$2.03M Buy
25,826
+4,189
+19% +$328K 0.25% 101
2018
Q1 		$1.71M Buy
21,637
+1,965
+10% +$162K 0.22% 101
2017
Q4 		$1.58M Buy
+19,672
New +$1.49M 0.22% 99

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's RTX Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its RTX Corp (RTX) stake by 77% in Q3 2025, selling an estimated $732K and leaving 1,397 shares worth $234K. The position accounts for 0.13% of the portfolio, ranked #96.

Financial Advocates Investment Management first reported a position in RTX in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.29M in Q4 2019. 3,095 funds tracked by Wall St. Rank hold RTX as of Q3 2025.

  • Financial Advocates Investment Management held 1,397 shares of RTX Corp worth $234K as of Q3 2025.
  • Financial Advocates Investment Management sold 4,717 RTX Corp shares in Q3 2025, an estimated $732K.
  • RTX Corp made up 0.13% of Financial Advocates Investment Management's portfolio in Q3 2025, its #96 holding.
  • Financial Advocates Investment Management first reported a position in RTX Corp in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's RTX Corp position peaked at $2.29M in Q4 2019.
  • 3,095 funds tracked by Wall St. Rank held RTX Corp as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.