Creative Planning
RTX icon

Creative Planning’s RTX Corp RTX Stock Holding History

Creative 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
2023
Q4 		– Sell
-800
Closed -$4.27K – 3038
2023
Q3 		$4.27K Buy
800
+600
+300% +$51.4K ﹤0.01% 2737
2023
Q2 		$5.87K Buy
+200
New +$19.6K ﹤0.01% 2565
2023
Q1 		– Sell
-200
Closed -$2.31K – 2755
2022
Q4 		$2.31K Buy
+200
New +$18.8K ﹤0.01% 2426

Other funds holding RTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's RTX Position: Q1 2026 in Review

Creative Planning increased its RTX Corp (RTX) stake by 4.5% in Q1 2026, buying an estimated $5.56M and bringing the position to 644,643 shares worth $124M. The position accounts for 0.08% of the portfolio, ranked #106.

Creative Planning first reported a position in RTX in Q2 2013 and has held it in 52 quarters since. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Creative Planning held 644,643 shares of RTX Corp worth $124M as of Q1 2026.
  • Creative Planning bought 27,974 RTX Corp shares in Q1 2026, an estimated $5.56M.
  • RTX Corp made up 0.08% of Creative Planning's portfolio in Q1 2026, its #106 holding.
  • Creative Planning first reported a position in RTX Corp in Q2 2013 and has held it in 52 quarters since.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.