RTX — RTX CORPORATION

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, LLC reported a position in RTX CORPORATION (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
0.49% (2025 Q4)
Avg. % of fund
0.41%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 10,157 +659 +6.9% 0.49% $1.9M $182.79
2025 Q3 REDUCED 9,498 -501 -5.0% 0.43% $1.6M $166.12
2025 Q2 ADDED 9,999 +2,429 +32.1% 0.48% $1.5M $144.33
2025 Q1 ADDED 7,570 +550 +7.8% 0.39% $1.0M $130.26
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to MINDSET WEALTH MANAGEMENT, LLC Holdings