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Cornerstone Planning Group’s RTX Corp RTX Stock Holding History

Cornerstone Planning Group’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 		$129K Buy
662
+11
+2% +$2.02K 0.02% 209
2026
Q1 		$112K Buy
651
+104
+19% +$20.7K 0.02% 229
2025
Q4 		$109K Buy
547
+258
+89% +$44.8K 0.02% 207
2025
Q3 		$1.94K Sell
289
-114
-28% -$17.7K ﹤0.01% 1167
2025
Q2 		$63K Sell
403
-24
-6% -$3.2K 0.01% 205
2025
Q1 		$51.4K Buy
427
+112
+36% +$14.2K 0.01% 235
2024
Q4 		$39.4K Buy
315
+5
+2% +$604 0.01% 215
2024
Q3 		$38.1K Buy
310
+15
+5% +$1.71K 0.01% 220
2024
Q2 		$34K Sell
295
-100
-25% -$10.3K 0.01% 246
2024
Q1 		$40.1K Sell
395
-85
-18% -$7.67K 0.01% 198
2023
Q4 		$40.4K Sell
480
-75
-14% -$5.94K 0.01% 213
2023
Q3 		$39.9K Sell
555
-68
-11% -$5.82K 0.02% 209
2023
Q2 		$61K Buy
+623
New +$61K 0.02% 213
2022
Q4 		$70.7K Buy
+750
New +$70.5K 0.03% 210

Other funds holding RTX

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Planning Group's RTX Position: Q2 2026 in Review

Cornerstone Planning Group increased its RTX Corp (RTX) stake by 1.7% in Q2 2026, buying an estimated $2.02K and bringing the position to 662 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #209.

Cornerstone Planning Group first reported a position in RTX in Q4 2022 and has held it in 14 quarters since. 1,776 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Cornerstone Planning Group held 662 shares of RTX Corp worth $129K as of Q2 2026.
  • Cornerstone Planning Group bought 11 RTX Corp shares in Q2 2026, an estimated $2.02K.
  • RTX Corp made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #209 holding.
  • Cornerstone Planning Group first reported a position in RTX Corp in Q4 2022 and has held it in 14 quarters since.
  • 1,776 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.