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Holistic Planning’s RTX Corp RTX Stock Holding History

Holistic 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 		$731K Buy
3,850
+162
+4% +$29.7K 0.11% 161
2026
Q1 		$711K Buy
3,688
+7
+0.2% +$1.39K 0.14% 136
2025
Q4 		$675K Buy
3,681
+354
+11% +$61.5K 0.14% 135
2025
Q3 		$557K Buy
3,327
+57
+2% +$8.85K 0.15% 117
2025
Q2 		$477K Buy
3,270
+1,635
+100% +$218K 0.14% 121
2025
Q1 		$217K Buy
+1,635
New +$207K 0.07% 182

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Holistic Planning's RTX Position: Q2 2026 in Review

Holistic Planning increased its RTX Corp (RTX) stake by 4.4% in Q2 2026, buying an estimated $29.7K and bringing the position to 3,850 shares worth $731K. The position accounts for 0.11% of the portfolio, ranked #161.

Holistic Planning first reported a position in RTX in Q1 2025 and has held it in 6 quarters since. 3,461 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Holistic Planning held 3,850 shares of RTX Corp worth $731K as of Q2 2026.
  • Holistic Planning bought 162 RTX Corp shares in Q2 2026, an estimated $29.7K.
  • RTX Corp made up 0.11% of Holistic Planning's portfolio in Q2 2026, its #161 holding.
  • Holistic Planning first reported a position in RTX Corp in Q1 2025 and has held it in 6 quarters since.
  • 3,461 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.