PW
RTX icon

Peninsula Wealth’s RTX Corp RTX Stock Holding History

Peninsula Wealth’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
2024
Q4 		$367K Buy
3,168
+34
+1% +$4.11K 0.06% 81
2024
Q3 		$396K Buy
3,134
+53
+2% +$6.04K 0.07% 75
2024
Q2 		$312K Sell
3,081
-379
-11% -$39.2K 0.06% 77
2024
Q1 		$337K Buy
3,460
+1
+0% +$90 0.07% 71
2023
Q4 		$291K Sell
3,459
-56
-2% -$4.43K 0.06% 75
2023
Q3 		$257K Buy
3,515
+114
+3% +$9.76K 0.06% 74
2023
Q2 		$333K Buy
3,401
+23
+0.7% +$2.25K 0.09% 58
2023
Q1 		$331K Buy
3,378
+492
+17% +$48.5K 0.1% 54
2022
Q4 		$291K Buy
2,886
+126
+5% +$11.9K 0.09% 57
2022
Q3 		$226K Buy
2,760
+45
+2% +$4.07K 0.08% 63
2022
Q2 		$261K Buy
2,715
+499
+23% +$48K 0.09% 55
2022
Q1 		$220K Buy
+2,216
New +$210K 0.06% 64
2020
Q1 		– Sell
-2,512
Closed -$237K – 43
2019
Q4 		$237K Buy
2,512
+113
+5% +$10.3K 0.11% 36
2019
Q3 		$206K Buy
+2,399
New +$199K 0.1% 37
2018
Q4 		– Sell
-2,592
Closed -$228K – 31
2018
Q3 		$228K Hold
2,592
– – 0.12% 29
2018
Q2 		$204K Buy
+2,592
New +$203K 0.12% 32

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Peninsula Wealth's RTX Position: Q4 2024 in Review

Peninsula Wealth increased its RTX Corp (RTX) stake by 1.1% in Q4 2024, buying an estimated $4.11K and bringing the position to 3,168 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #81.

Peninsula Wealth first reported a position in RTX in Q2 2018 and has held it in 16 quarters since. The position peaked at $396K in Q3 2024. 2,826 funds tracked by Wall St. Rank hold RTX as of Q4 2024.

  • Peninsula Wealth held 3,168 shares of RTX Corp worth $367K as of Q4 2024.
  • Peninsula Wealth bought 34 RTX Corp shares in Q4 2024, an estimated $4.11K.
  • RTX Corp made up 0.06% of Peninsula Wealth's portfolio in Q4 2024, its #81 holding.
  • Peninsula Wealth first reported a position in RTX Corp in Q2 2018 and has held it in 16 quarters since.
  • Peninsula Wealth's RTX Corp position peaked at $396K in Q3 2024.
  • 2,826 funds tracked by Wall St. Rank held RTX Corp as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.