US Financial Advisors’s RTX Corp RTX Stock Holding History

US Financial 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 Q1	$516K	Sell	3,893 -14	-0.4%	-$1.77K	0.15%	55
2024 Q4	$452K	Sell	3,907 -20	-0.5%	-$2.42K	0.14%	58
2024 Q3	$476K	Buy	3,927 +374	+11%	+$42.7K	0.15%	53
2024 Q2	$357K	Hold	3,553	–	–	0.12%	61
2024 Q1	$347K	Hold	3,553	–	–	0.12%	58
2023 Q4	$299K	Sell	3,553 -1,802	-34%	-$143K	0.11%	61
2023 Q3	$385K	Sell	5,355 -54	-1%	-$4.63K	0.16%	54
2023 Q2	$530K	Hold	5,409	–	–	0.23%	45
2023 Q1	$530K	Hold	5,409	–	–	0.24%	46
2022 Q4	$546K	Hold	5,409	–	–	0.27%	43
2022 Q3	$443K	Hold	5,409	–	–	0.25%	36
2022 Q2	$520K	Hold	5,409	–	–	0.29%	32
2022 Q1	$536K	Hold	5,409	–	–	0.26%	34
2021 Q4	$465K	Hold	5,409	–	–	0.21%	36
2021 Q3	$465K	Buy	5,409 +1,166	+27%	+$99.7K	0.23%	34
2021 Q2	$362K	Hold	4,243	–	–	0.18%	38
2021 Q1	$328K	Hold	4,243	–	–	0.09%	111
2020 Q4	$303K	Buy	+4,243	New	+$279K	0.09%	95
2016 Q2	–	Sell	-97	Closed	-$6K	–	326
2016 Q1	$6K	Sell	97 -299	-76%	-$17.3K	0.01%	248
2015 Q4	$24K	Hold	396	–	–	0.02%	218
2015 Q3	$22K	Hold	396	–	–	0.04%	195
2015 Q2	$28K	Buy	396 +26	+7%	+$1.91K	0.03%	155
2015 Q1	$27K	Hold	370	–	–	0.02%	165
2014 Q4	$27K	Buy	+370	New	+$25.2K	0.02%	161

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

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

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

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

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

US Financial Advisors's RTX Position: Q1 2025 in Review

US Financial Advisors reduced its RTX Corp (RTX) stake by 0.36% in Q1 2025, selling an estimated $1.77K and leaving 3,893 shares worth $516K. The position accounts for 0.15% of the portfolio, ranked #55.

US Financial Advisors first reported a position in RTX in Q4 2014 and has held it in 24 quarters since. The position peaked at $546K in Q4 2022. 2,914 funds tracked by Wall St. Rank hold RTX as of Q1 2025.

US Financial Advisors held 3,893 shares of RTX Corp worth $516K as of Q1 2025.
US Financial Advisors sold 14 RTX Corp shares in Q1 2025, an estimated $1.77K.
RTX Corp made up 0.15% of US Financial Advisors's portfolio in Q1 2025, its #55 holding.
US Financial Advisors first reported a position in RTX Corp in Q4 2014 and has held it in 24 quarters since.
US Financial Advisors's RTX Corp position peaked at $546K in Q4 2022.
2,914 funds tracked by Wall St. Rank held RTX Corp as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.