Consolidated Planning Corp
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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
Q3 		$495K Buy
2,669
+613
+30% +$125K 0.07% 113
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Consolidated Planning Corp's RTX Position: Q3 2026 in Review

Consolidated Planning Corp increased its RTX Corp (RTX) stake by 30% in Q3 2026, buying an estimated $125K and bringing the position to 2,669 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #113.

Consolidated Planning Corp first reported a position in RTX in Q3 2021 and has held it in 14 quarters since. The position peaked at $7.48M in Q4 2025. 2,375 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Consolidated Planning Corp held 2,669 shares of RTX Corp worth $495K as of Q3 2026.
  • Consolidated Planning Corp bought 613 RTX Corp shares in Q3 2026, an estimated $125K.
  • RTX Corp made up 0.07% of Consolidated Planning Corp's portfolio in Q3 2026, its #113 holding.
  • Consolidated Planning Corp first reported a position in RTX Corp in Q3 2021 and has held it in 14 quarters since.
  • Consolidated Planning Corp's RTX Corp position peaked at $7.48M in Q4 2025.
  • 2,375 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.