PCI
RTX icon

Planning Center Inc’s RTX Corp RTX Stock Holding History

Planning Center Inc’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 		$442K Buy
2,328
+2
+0.1% +$367 0.04% 54
2026
Q1 		$449K Buy
2,326
+469
+25% +$93.2K 0.05% 50
2025
Q4 		$341K Hold
1,857
– – 0.03% 57
2025
Q3 		$311K Hold
1,857
– – 0.03% 58
2025
Q2 		$271K Hold
1,857
– – 0.03% 61
2025
Q1 		$246K Buy
+1,857
New +$235K 0.03% 64
2024
Q4 		– Sell
-1,662
Closed -$201K – 73
2024
Q3 		$201K Buy
+1,662
New +$190K 0.02% 73

Other funds holding RTX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

Planning Center Inc's RTX Position: Q2 2026 in Review

Planning Center Inc increased its RTX Corp (RTX) stake by 0.09% in Q2 2026, buying an estimated $367 and bringing the position to 2,328 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #54.

Planning Center Inc first reported a position in RTX in Q3 2024 and has held it in 7 quarters since. The position peaked at $449K in Q1 2026. 1,686 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Planning Center Inc held 2,328 shares of RTX Corp worth $442K as of Q2 2026.
  • Planning Center Inc bought 2 RTX Corp shares in Q2 2026, an estimated $367.
  • RTX Corp made up 0.04% of Planning Center Inc's portfolio in Q2 2026, its #54 holding.
  • Planning Center Inc first reported a position in RTX Corp in Q3 2024 and has held it in 7 quarters since.
  • Planning Center Inc's RTX Corp position peaked at $449K in Q1 2026.
  • 1,686 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.