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Marshall & Sterling Wealth Advisors’s RTX Corp RTX Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-77
Closed -$12.9K – 567
2025
Q3 		$12.9K Hold
77
– – 0.01% 309
2025
Q2 		$11.2K Hold
77
– – 0.01% 310
2025
Q1 		$10.2K Buy
+77
New +$9.76K 0.01% 313

Other funds holding RTX

JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return
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 $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

Marshall & Sterling Wealth Advisors's RTX Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of RTX Corp (RTX) in Q4 2025, closing a stake of 77 shares — an estimated $12.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in RTX in Q1 2025 and held it in 3 quarters. The position peaked at $12.9K in Q3 2025. 3,364 funds tracked by Wall St. Rank hold RTX as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining RTX Corp position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 77 RTX Corp shares in Q4 2025, an estimated $12.9K.
  • Marshall & Sterling Wealth Advisors first reported a position in RTX Corp in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's RTX Corp position peaked at $12.9K in Q3 2025.
  • 3,364 funds tracked by Wall St. Rank held RTX Corp as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.