ORBA Wealth Advisors’s RTX Corp RTX Stock Holding History

ORBA 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 Q2	–	Sell	-2,535	Closed	-$336K	–	99
2025 Q1	$336K	Hold	2,535	–	–	0.17%	80
2024 Q4	$293K	Hold	2,535	–	–	0.15%	88
2024 Q3	$307K	Sell	2,535 -235	-8%	-$26.8K	0.16%	91
2024 Q2	$278K	Buy	2,770 +262	+10%	+$27.1K	0.14%	87
2024 Q1	$245K	Hold	2,508	–	–	0.14%	88
2023 Q4	$211K	Buy	+2,508	New	+$198K	0.13%	89

Other funds holding RTX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

ORBA Wealth Advisors's RTX Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of RTX Corp (RTX) in Q2 2025, closing a stake of 2,535 shares — an estimated $336K sold.

ORBA Wealth Advisors first reported a position in RTX in Q4 2023 and held it in 6 quarters. The position peaked at $336K in Q1 2025. 2,985 funds tracked by Wall St. Rank hold RTX as of Q2 2025.

ORBA Wealth Advisors reported no remaining RTX Corp position as of Q2 2025 after selling out during the quarter.
ORBA Wealth Advisors sold 2,535 RTX Corp shares in Q2 2025, an estimated $336K.
ORBA Wealth Advisors first reported a position in RTX Corp in Q4 2023 and held it in 6 quarters.
ORBA Wealth Advisors's RTX Corp position peaked at $336K in Q1 2025.
2,985 funds tracked by Wall St. Rank held RTX Corp as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.