RTX — RAYTHEON TECHNOLOGIES

Ownership history in Elefante Mark B  ·  6 quarters on record

This page tracks every 13F SEC filing in which Elefante Mark B reported a position in RAYTHEON TECHNOLOGIES (RTX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.21% (2025 Q4)
Avg. % of fund
2.82%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 28,600 -142 -0.5% 3.21% $5.2M $182.79
2025 Q3 ADDED 28,742 +324 +1.1% 3.08% $4.8M $166.12
2025 Q2 REDUCED 28,418 -115 -0.4% 3.12% $4.1M $144.33
2025 Q1 ADDED 28,533 +5,820 +25.6% 2.99% $3.8M $130.26
2024 Q4 ADDED 22,713 +12,643 +125.6% 2.40% $2.6M $113.23
2020 Q2 INITIATED 10,070 — — 2.09% $620K $53.96
% of Fund (quarterly)    RTX price (monthly, adj. close)

Other funds also holding RTX

As of 2025 Q4 — sorted by position size

AdviceOne Advisory Services, LLC 67.04% Rings Capital Management LLC 3Y 7Y 15.04% Framtiden Holdings Management Co LLC 14.92% Gladstone Capital Management LLP 3Y 7Y 12.32% PROSPECTOR PARTNERS LLC 3Y 7Y 9.1% CSU Producer Resources, Inc. 3Y 7Y 8.22% KRAEMATON INVESTMENT ADVISORS, INC 3Y 5.77% J. Stern & Co. LLP 5.32% Capital Wealth Planning, LLC 3Y 7Y 5.14% Founders Capital Management 3Y 7Y 5.12%
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