Holistic Planning’s RTX Corp RTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Holistic Planning's RTX Position: Q1 2026 in Review

Holistic Planning increased its RTX Corp (RTX) stake by 0.19% in Q1 2026, buying an estimated $1.39K and bringing the position to 3,688 shares worth $711K. The position accounts for 0.14% of the portfolio, ranked #136.

Holistic Planning first reported a position in RTX in Q1 2025 and has held it in 5 quarters since. 3,453 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Holistic Planning held 3,688 shares of RTX Corp worth $711K as of Q1 2026.
  • Holistic Planning bought 7 RTX Corp shares in Q1 2026, an estimated $1.39K.
  • RTX Corp made up 0.14% of Holistic Planning's portfolio in Q1 2026, its #136 holding.
  • Holistic Planning first reported a position in RTX Corp in Q1 2025 and has held it in 5 quarters since.
  • 3,453 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.