Ownership history in Obermeyer Wealth Partners · 23 quarters on record
This page tracks every 13F SEC filing in which Obermeyer Wealth Partners reported a position in RAYTHEON TECHNOLOGIES CORP (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 263,214 | -9,769 | -3.6% | 2.21% | $48.3M | $182.79 |
| 2025 Q3 | REDUCED | 272,983 | -1,259 | -0.5% | 2.14% | $45.7M | $166.12 |
| 2025 Q2 | REDUCED | 274,242 | -4,340 | -1.6% | 1.99% | $40.0M | $144.33 |
| 2025 Q1 | REDUCED | 278,582 | -5,662 | -2.0% | 1.97% | $36.9M | $130.26 |
| 2024 Q4 | ADDED | 284,244 | +1,489 | +0.5% | 1.71% | $32.9M | $113.23 |
| 2024 Q3 | REDUCED | 282,755 | -5,478 | -1.9% | 1.83% | $34.3M | $117.92 |
| 2024 Q2 | ADDED | 288,233 | +852 | +0.3% | 1.66% | $28.9M | $97.19 |
| 2024 Q1 | ADDED | 287,381 | +28,535 | +11.0% | 1.65% | $28.0M | $93.85 |
| 2023 Q4 | ADDED | 258,846 | +247,694 | +2221.1% | 1.49% | $21.8M | $80.44 |
| 2023 Q3 | ADDED | 11,152 | +241 | +2.2% | 0.06% | $803K | $68.30 |
As of 2025 Q4 — sorted by position size