Whelan Financial’s RTX Corp RTX Stock Holding History

Whelan Financial’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	-1,606	Closed	-$269K	–	101
2025 Q3	$269K	Buy	+1,606	New	+$249K	0.09%	72

Other funds holding RTX

JSC

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whelan Financial's RTX Position: Q4 2025 in Review

Whelan Financial sold out of RTX Corp (RTX) in Q4 2025, closing a stake of 1,606 shares — an estimated $269K sold.

Whelan Financial first reported a position in RTX in Q3 2025 and held it in 1 quarter. The position peaked at $269K in Q3 2025. 3,364 funds tracked by Wall St. Rank hold RTX as of Q4 2025.

Whelan Financial reported no remaining RTX Corp position as of Q4 2025 after selling out during the quarter.
Whelan Financial sold 1,606 RTX Corp shares in Q4 2025, an estimated $269K.
Whelan Financial first reported a position in RTX Corp in Q3 2025 and held it in 1 quarter.
Whelan Financial's RTX Corp position peaked at $269K in Q3 2025.
3,364 funds tracked by Wall St. Rank held RTX Corp as of Q4 2025.

Based on Whelan Financial's 13F filing for Q4 2025, filed 2 Feb 2026.