CFFP
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Center for Financial Planning’s RTX Corp RTX Stock Holding History

Center for Financial Planning’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 		$624K Buy
3,291
+270
+9% +$49.5K 0.06% 101
2026
Q1 		$583K Hold
3,021
– – 0.06% 100
2025
Q4 		$554K Buy
3,021
+95
+3% +$16.5K 0.06% 100
2025
Q3 		$490K Sell
2,926
-92
-3% -$14.3K 0.05% 111
2025
Q2 		$441K Sell
3,018
-14
-0.5% -$1.86K 0.05% 109
2025
Q1 		$402K Hold
3,032
– – 0.05% 109
2024
Q4 		$351K Buy
3,032
+60
+2% +$7.25K 0.05% 116
2024
Q3 		$360K Hold
2,972
– – 0.05% 111
2024
Q2 		$298K Sell
2,972
-70
-2% -$7.24K 0.04% 120
2024
Q1 		$297K Sell
3,042
-6
-0.2% -$542 0.04% 121
2023
Q4 		$256K Buy
3,048
+34
+1% +$2.69K 0.05% 126
2023
Q3 		$217K Sell
3,014
-218
-7% -$18.7K 0.05% 127
2023
Q2 		$317K Buy
3,232
+3
+0.1% +$294 0.07% 103
2023
Q1 		$316K Buy
3,229
+45
+1% +$4.43K 0.07% 105
2022
Q4 		$321K Sell
3,184
-235
-7% -$22.1K 0.08% 99
2022
Q3 		$280K Buy
3,419
+125
+4% +$11.3K 0.07% 98
2022
Q2 		$317K Sell
3,294
-233
-7% -$22.4K 0.08% 97
2022
Q1 		$349K Buy
3,527
+233
+7% +$22.1K 0.07% 101
2021
Q4 		$283K Buy
3,294
+1,712
+108% +$149K 0.06% 111
2021
Q3 		$136K Sell
1,582
-1,420
-47% -$121K 0.03% 145
2021
Q2 		$256K Hold
3,002
– – 0.06% 111
2021
Q1 		$232K Hold
3,002
– – 0.06% 114
2020
Q4 		$215K Hold
3,002
– – 0.06% 109
2020
Q3 		$173K Buy
3,002
+170
+6% +$10.3K 0.06% 120
2020
Q2 		$175K Sell
2,832
-1,809
-39% -$113K 0.06% 117
2020
Q1 		$276K Sell
4,641
-1,216
-21% -$103K 0.09% 87
2019
Q4 		$552K Buy
+5,857
New +$531K 0.14% 69

Other funds holding RTX

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Center for Financial Planning's RTX Position: Q2 2026 in Review

Center for Financial Planning increased its RTX Corp (RTX) stake by 8.9% in Q2 2026, buying an estimated $49.5K and bringing the position to 3,291 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #101.

Center for Financial Planning first reported a position in RTX in Q4 2019 and has held it in 27 quarters since. 1,146 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Center for Financial Planning held 3,291 shares of RTX Corp worth $624K as of Q2 2026.
  • Center for Financial Planning bought 270 RTX Corp shares in Q2 2026, an estimated $49.5K.
  • RTX Corp made up 0.06% of Center for Financial Planning's portfolio in Q2 2026, its #101 holding.
  • Center for Financial Planning first reported a position in RTX Corp in Q4 2019 and has held it in 27 quarters since.
  • 1,146 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.