PGF
RTX icon

Plan Group Financial’s RTX Corp RTX Stock Holding History

Plan Group Financial’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 		$263K Sell
1,388
-257
-16% -$47.1K 0.05% 197
2026
Q1 		$317K Buy
1,645
+382
+30% +$76K 0.07% 165
2025
Q4 		$232K Buy
1,263
+1
+0.1% +$174 0.06% 179
2025
Q3 		$211K Buy
+1,262
New +$196K 0.06% 175

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

Plan Group Financial's RTX Position: Q2 2026 in Review

Plan Group Financial reduced its RTX Corp (RTX) stake by 16% in Q2 2026, selling an estimated $47.1K and leaving 1,388 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #197.

Plan Group Financial first reported a position in RTX in Q3 2025 and has held it in 4 quarters since. The position peaked at $317K in Q1 2026. 3,441 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Plan Group Financial held 1,388 shares of RTX Corp worth $263K as of Q2 2026.
  • Plan Group Financial sold 257 RTX Corp shares in Q2 2026, an estimated $47.1K.
  • RTX Corp made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #197 holding.
  • Plan Group Financial first reported a position in RTX Corp in Q3 2025 and has held it in 4 quarters since.
  • Plan Group Financial's RTX Corp position peaked at $317K in Q1 2026.
  • 3,441 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.