Optimum Investment Advisors’s RTX Corp RTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.12M Sell
12,691
-40
-0.3% -$6.21K 0.84% 21
2025
Q2
$1.86M Sell
12,731
-215
-2% -$28.6K 0.81% 22
2025
Q1
$1.71M Sell
12,946
-162
-1% -$20.5K 0.81% 22
2024
Q4
$1.52M Sell
13,108
-210
-2% -$25.4K 0.67% 26
2024
Q3
$1.61M Sell
13,318
-667
-5% -$76.1K 0.7% 24
2024
Q2
$1.4M Buy
13,985
+185
+1% +$19.1K 0.63% 29
2024
Q1
$1.35M Hold
13,800
0.62% 30
2023
Q4
$1.16M Sell
13,800
-1,052
-7% -$83.3K 0.58% 33
2023
Q3
$1.07M Buy
14,852
+1,448
+11% +$124K 0.55% 41
2023
Q2
$1.31M Buy
13,404
+950
+8% +$93K 0.64% 28
2023
Q1
$1.22M Sell
12,454
-150
-1% -$14.8K 0.64% 33
2022
Q4
$1.27M Sell
12,604
-200
-2% -$18.8K 0.69% 27
2022
Q3
$1.05M Sell
12,804
-43
-0.3% -$3.89K 0.56% 40
2022
Q2
$1.24M Hold
12,847
0.62% 36
2022
Q1
$1.27M Sell
12,847
-563
-4% -$53.4K 0.54% 42
2021
Q4
$1.15M Hold
13,410
0.45% 46
2021
Q3
$1.15M Sell
13,410
-10,260
-43% -$877K 0.49% 41
2021
Q2
$2.02M Sell
23,670
-7,405
-24% -$623K 0.63% 34
2021
Q1
$2.4M Buy
31,075
+1,183
+4% +$86.3K 0.7% 33
2020
Q4
$2.14M Buy
29,892
+4,942
+20% +$325K 0.65% 35
2020
Q3
$1.44M Sell
24,950
-1,684
-6% -$103K 0.48% 48
2020
Q2
$1.64M Sell
26,634
-6,320
-19% -$394K 0.57% 40
2020
Q1
$1.96M Sell
32,954
-2,260
-6% -$191K 0.8% 22
2019
Q4
$3.32M Buy
35,214
+2,026
+6% +$184K 0.98% 19
2019
Q3
$2.85M Buy
33,188
+1,669
+5% +$139K 0.9% 20
2019
Q2
$2.58M Hold
31,519
0.84% 24
2019
Q1
$2.56M Sell
31,519
-436
-1% -$33.1K 0.84% 24
2018
Q4
$2.14M Sell
31,955
-1,192
-4% -$93.5K 0.74% 30
2018
Q3
$2.92M Sell
33,147
-1,444
-4% -$121K 0.81% 25
2018
Q2
$2.72M Sell
34,591
-1,511
-4% -$118K 0.78% 25
2018
Q1
$2.86M Buy
36,102
+159
+0.4% +$13.1K 0.84% 25
2017
Q4
$2.89M Hold
35,943
0.92% 23
2017
Q3
$2.63M Buy
35,943
+238
+0.7% +$17.6K 0.88% 25
2017
Q2
$2.74M Sell
35,705
-70
-0.2% -$5.24K 0.95% 21
2017
Q1
$2.53M Sell
35,775
-869
-2% -$61K 0.9% 22
2016
Q4
$2.53M Buy
36,644
+114
+0.3% +$7.56K 0.95% 21
2016
Q3
$2.34M Buy
36,530
+1,097
+3% +$72.7K 0.88% 23
2016
Q2
$2.29M Sell
35,433
-1,907
-5% -$122K 0.89% 22
2016
Q1
$2.35M Sell
37,340
-2,817
-7% -$163K 0.93% 21
2015
Q4
$2.43M Sell
40,157
-80
-0.2% -$4.84K 0.94% 20
2015
Q3
$2.25M Buy
+40,237
New +$2.48M 0.91% 20
2015
Q1
$3.02M Sell
40,912
-318
-0.8% -$23.8K 0.96% 15
2014
Q4
$2.98M Sell
41,230
-2,558
-6% -$174K 0.96% 17
2014
Q3
$2.91M Sell
43,788
-715
-2% -$49K 0.97% 19
2014
Q2
$3.23M Sell
44,503
-130
-0.3% -$9.57K 1.05% 19
2014
Q1
$3.28M Sell
44,633
-1,009
-2% -$72.5K 1.23% 15
2013
Q4
$3.27M Sell
45,642
-48
-0.1% -$3.27K 1.23% 13
2013
Q3
$3.1M Buy
+45,690
New +$2.99M 1.27% 12

Other funds holding RTX

Optimum Investment Advisors's RTX Position: Q3 2025 in Review

Optimum Investment Advisors reduced its RTX Corp (RTX) stake by 0.31% in Q3 2025, selling an estimated $6.21K and leaving 12,691 shares worth $2.12M. The position accounts for 0.84% of the portfolio, ranked #21.

Optimum Investment Advisors first reported a position in RTX in Q3 2013 and has held it in 48 quarters since. The position peaked at $3.32M in Q4 2019. 3,094 funds tracked by Wall St. Rank hold RTX as of Q3 2025.

  • Optimum Investment Advisors held 12,691 shares of RTX Corp worth $2.12M as of Q3 2025.
  • Optimum Investment Advisors sold 40 RTX Corp shares in Q3 2025, an estimated $6.21K.
  • RTX Corp made up 0.84% of Optimum Investment Advisors's portfolio in Q3 2025, its #21 holding.
  • Optimum Investment Advisors first reported a position in RTX Corp in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's RTX Corp position peaked at $3.32M in Q4 2019.
  • 3,094 funds tracked by Wall St. Rank held RTX Corp as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.