Sterling Financial Planning’s RTX Corp RTX Stock Holding History

Sterling Financial 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	$995K	Hold	5,242	–	–	0.27%	53
2026 Q1	$1.01M	Hold	5,242	–	–	0.3%	52
2025 Q4	$961K	Hold	5,242	–	–	0.29%	51
2025 Q3	$877K	Sell	5,242 -7,415	-59%	-$1.15M	0.28%	53
2025 Q2	$995K	Buy	12,657 +7,298	+136%	+$972K	0.33%	51
2025 Q1	$710K	Buy	5,359 +175	+3%	+$22.2K	0.26%	55
2024 Q4	$600K	Buy	5,184 +27	+0.5%	+$3.26K	0.22%	59
2024 Q3	$625K	Hold	5,157	–	–	0.23%	61
2024 Q2	$518K	Hold	5,157	–	–	0.21%	64
2024 Q1	$503K	Hold	5,157	–	–	0.2%	70
2023 Q4	$434K	Buy	+5,157	New	+$408K	0.19%	75
2021 Q4	–	Sell	-157	Closed	-$13K	–	329
2021 Q3	$13K	Hold	157	–	–	0.01%	296
2021 Q2	$13K	Sell	157 -621	-80%	-$52.3K	0.01%	283
2021 Q1	$60K	Hold	778	–	–	0.04%	138
2020 Q4	$56K	Buy	+778	New	+$51.1K	0.05%	134

Other funds holding RTX

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.55T AUM 33.47% 1-Year Est. Return

Sterling Financial Planning's RTX Position: Q2 2026 in Review

Sterling Financial Planning held its RTX Corp (RTX) position steady in Q2 2026 at 5,242 shares worth $995K. The position accounts for 0.27% of the portfolio, ranked #53.

Sterling Financial Planning first reported a position in RTX in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.01M in Q1 2026. 3,461 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Sterling Financial Planning held 5,242 shares of RTX Corp worth $995K as of Q2 2026.
Sterling Financial Planning left its RTX Corp share count unchanged in Q2 2026.
RTX Corp made up 0.27% of Sterling Financial Planning's portfolio in Q2 2026, its #53 holding.
Sterling Financial Planning first reported a position in RTX Corp in Q4 2020 and has held it in 15 quarters since.
Sterling Financial Planning's RTX Corp position peaked at $1.01M in Q1 2026.
3,461 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.