PlanVest Financial’s RTX Corp RTX Stock Holding History

PlanVest 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	$163K	Buy	858 +309	+56%	+$56.7K	0.11%	117
2026 Q1	$106K	Buy	+549	New	+$109K	0.08%	133

Other funds holding RTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PlanVest Financial's RTX Position: Q2 2026 in Review

PlanVest Financial increased its RTX Corp (RTX) stake by 56% in Q2 2026, buying an estimated $56.7K and bringing the position to 858 shares worth $163K. The position accounts for 0.11% of the portfolio, ranked #117.

PlanVest Financial first reported a position in RTX in Q1 2026 and has held it in 2 quarters since. 3,303 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

PlanVest Financial held 858 shares of RTX Corp worth $163K as of Q2 2026.
PlanVest Financial bought 309 RTX Corp shares in Q2 2026, an estimated $56.7K.
RTX Corp made up 0.11% of PlanVest Financial's portfolio in Q2 2026, its #117 holding.
PlanVest Financial first reported a position in RTX Corp in Q1 2026 and has held it in 2 quarters since.
3,303 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.