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Asset Planning Inc’s RTX Corp RTX Stock Holding History

Asset Planning Inc’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
2026
Q2 		$899K Sell
4,738
-239
-5% -$43.8K 0.58% 38
2026
Q1 		$960K Buy
4,977
+12
+0.2% +$2.39K 0.68% 31
2025
Q4 		$911K Buy
4,965
+13
+0.3% +$2.26K 0.64% 30
2025
Q3 		$829K Buy
4,952
+14
+0.3% +$2.17K 0.6% 33
2025
Q2 		$721K Buy
4,938
+16
+0.3% +$2.13K 0.54% 36
2025
Q1 		$652K Sell
4,922
-428
-8% -$54.3K 0.51% 37
2024
Q4 		$619K Buy
+5,350
New +$646K 0.47% 40

Other funds holding RTX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Asset Planning Inc's RTX Position: Q2 2026 in Review

Asset Planning Inc reduced its RTX Corp (RTX) stake by 4.8% in Q2 2026, selling an estimated $43.8K and leaving 4,738 shares worth $899K. The position accounts for 0.58% of the portfolio, ranked #38.

Asset Planning Inc first reported a position in RTX in Q4 2024 and has held it in 7 quarters since. The position peaked at $960K in Q1 2026. 2,006 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Asset Planning Inc held 4,738 shares of RTX Corp worth $899K as of Q2 2026.
  • Asset Planning Inc sold 239 RTX Corp shares in Q2 2026, an estimated $43.8K.
  • RTX Corp made up 0.58% of Asset Planning Inc's portfolio in Q2 2026, its #38 holding.
  • Asset Planning Inc first reported a position in RTX Corp in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's RTX Corp position peaked at $960K in Q1 2026.
  • 2,006 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.