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Consolidated Planning Corp’s RTX Corp RTX Stock Holding History

Consolidated Planning Corp’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 		$390K Buy
2,056
+33
+2% +$6.05K 0.05% 115
2026
Q1 		$390K Sell
2,023
-38,772
-95% -$7.71M 0.06% 106
2025
Q4 		$7.48M Buy
40,795
+4,786
+13% +$831K 0.76% 36
2025
Q3 		$6.03M Buy
36,009
+1,152
+3% +$179K 0.64% 44
2025
Q2 		$5.09M Buy
34,857
+98
+0.3% +$13.1K 0.64% 52
2025
Q1 		$4.6M Buy
34,759
+31,827
+1,086% +$4.04M 0.63% 53
2024
Q4 		$339K Sell
2,932
-95
-3% -$11.5K 0.05% 156
2024
Q3 		$367K Buy
3,027
+458
+18% +$52.2K 0.05% 146
2024
Q2 		$258K Sell
2,569
-102
-4% -$10.5K 0.04% 159
2024
Q1 		$261K Sell
2,671
-28
-1% -$2.53K 0.04% 154
2023
Q4 		$227K Buy
+2,699
New +$214K 0.04% 153
2023
Q3 		– Sell
-2,876
Closed -$282K – 165
2023
Q2 		$282K Buy
+2,876
New +$282K 0.06% 137
2021
Q4 		– Sell
-1,244
Closed -$107K – 369
2021
Q3 		$107K Buy
+1,244
New +$106K 0.07% 94

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Consolidated Planning Corp's RTX Position: Q2 2026 in Review

Consolidated Planning Corp increased its RTX Corp (RTX) stake by 1.6% in Q2 2026, buying an estimated $6.05K and bringing the position to 2,056 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #115.

Consolidated Planning Corp first reported a position in RTX in Q3 2021 and has held it in 13 quarters since. The position peaked at $7.48M in Q4 2025. 1,160 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Consolidated Planning Corp held 2,056 shares of RTX Corp worth $390K as of Q2 2026.
  • Consolidated Planning Corp bought 33 RTX Corp shares in Q2 2026, an estimated $6.05K.
  • RTX Corp made up 0.05% of Consolidated Planning Corp's portfolio in Q2 2026, its #115 holding.
  • Consolidated Planning Corp first reported a position in RTX Corp in Q3 2021 and has held it in 13 quarters since.
  • Consolidated Planning Corp's RTX Corp position peaked at $7.48M in Q4 2025.
  • 1,160 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.