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Essential Planning’s RTX Corp RTX Stock Holding History

Essential 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 		$343K Buy
1,806
+2
+0.1% +$367 0.1% 71
2026
Q1 		$348K Buy
1,804
+57
+3% +$11.3K 0.11% 68
2025
Q4 		$320K Buy
1,747
+21
+1% +$3.65K 0.1% 74
2025
Q3 		$289K Sell
1,726
-65
-4% -$10.1K 0.1% 71
2025
Q2 		$261K Buy
1,791
+2
+0.1% +$266 0.1% 75
2025
Q1 		$237K Sell
1,789
-111,744
-98% -$14.2M 0.1% 74
2024
Q4 		$13.7M Buy
113,533
+111,747
+6,257% +$13.5M 0.09% 70
2024
Q3 		$216K Buy
+1,786
New +$204K 0.09% 78
2023
Q1 		– Sell
-2,883
Closed -$224K – 54
2022
Q4 		$224K Buy
+2,883
New +$271K 0.17% 42

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Essential Planning's RTX Position: Q2 2026 in Review

Essential Planning increased its RTX Corp (RTX) stake by 0.11% in Q2 2026, buying an estimated $367 and bringing the position to 1,806 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #71.

Essential Planning first reported a position in RTX in Q4 2022 and has held it in 9 quarters since. The position peaked at $13.7M in Q4 2024. 3,445 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Essential Planning held 1,806 shares of RTX Corp worth $343K as of Q2 2026.
  • Essential Planning bought 2 RTX Corp shares in Q2 2026, an estimated $367.
  • RTX Corp made up 0.1% of Essential Planning's portfolio in Q2 2026, its #71 holding.
  • Essential Planning first reported a position in RTX Corp in Q4 2022 and has held it in 9 quarters since.
  • Essential Planning's RTX Corp position peaked at $13.7M in Q4 2024.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.