RTX β€” RTX CORPORATION

Ownership history in AdviceOne Advisory Services, LLC  Β·  4 quarters on record

AI Ownership Summary

AdviceOne Advisory Services, LLC reported RTX CORPORATION (RTX) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 67.04% in 2025 Q4. The latest visible filing shows RTX at 67.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AdviceOne Advisory Services, LLC's position in RTX CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RTX was reported at 67.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
67.04% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AdviceOne Advisory Services, LLC held RTX β€” position size vs. price
% of Fund (quarterly)    RTX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 618,452 +55,437 +9.8% 67.04% $113.4M 2026-02-14 (Est.) $199.40
2025 Q3 ADDED 563,015 +8,411 +1.5% 62.63% $94.2M 2025-11-19 $172.51
2025 Q2 ADDED 554,604 +41,674 +8.1% 59.76% $81.0M 2025-07-25 $155.06
2025 Q1 INITIATED 512,930 β€” β€” 52.67% $59.4M 2025-06-27 $142.98

FAQ About AdviceOne Advisory Services, LLC and RTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has AdviceOne Advisory Services, LLC reported owning RTX?

AdviceOne Advisory Services, LLC reported RTX across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported RTX position in AdviceOne Advisory Services, LLC's portfolio?

The largest reported portfolio weight for RTX was 67.04% in 2025 Q4.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2025 Q4, when AdviceOne Advisory Services, LLC reported 618,452 shares, equal to 67.04% of portfolio, with an estimated market value of $113.4M.

What does the chart on this RTX ownership page compare?

The chart compares AdviceOne Advisory Services, LLC's quarterly RTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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