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Stonebridge Financial Planning Group’s RTX Corp RTX Stock Holding History

Stonebridge Financial Planning Group’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 		$1.21M Sell
6,375
-147
-2% -$27K 0.39% 72
2026
Q1 		$1.26M Sell
6,522
-513
-7% -$102K 0.46% 69
2025
Q4 		$1.29M Sell
7,035
-65
-0.9% -$11.3K 0.47% 70
2025
Q3 		$1.19M Buy
7,100
+173
+2% +$26.9K 0.45% 67
2025
Q2 		$1.01M Sell
6,927
-231
-3% -$30.8K 0.42% 69
2025
Q1 		$948K Buy
7,158
+2
+0% +$254 0.43% 73
2024
Q4 		$828K Buy
7,156
+268
+4% +$32.4K 0.37% 76
2024
Q3 		$835K Sell
6,888
-161
-2% -$18.4K 0.4% 70
2024
Q2 		$708K Sell
7,049
-781
-10% -$80.8K 0.36% 80
2024
Q1 		$764K Sell
7,830
-928
-11% -$83.8K 0.4% 74
2023
Q4 		$737K Sell
8,758
-230
-3% -$18.2K 0.42% 64
2023
Q3 		$647K Sell
8,988
-463
-5% -$39.7K 0.41% 62
2023
Q2 		$926K Buy
9,451
+2
+0% +$196 0.56% 52
2023
Q1 		$925K Buy
9,449
+2
+0% +$197 0.6% 54
2022
Q4 		$953K Buy
9,447
+2
+0% +$188 0.63% 54
2022
Q3 		$773K Buy
9,445
+174
+2% +$15.7K 0.54% 55
2022
Q2 		$891K Sell
9,271
-43
-0.5% -$4.13K 0.6% 53
2022
Q1 		$923K Sell
9,314
-702
-7% -$66.5K 0.52% 50
2021
Q4 		$905K Buy
10,016
+4
+0% +$349 0.47% 50
2021
Q3 		$888K Sell
10,012
-82
-0.8% -$7.01K 0.43% 52
2021
Q2 		$870K Sell
10,094
-811
-7% -$68.3K 0.46% 47
2021
Q1 		$858K Sell
10,905
-1,415
-11% -$103K 0.5% 44
2020
Q4 		$881K Sell
12,320
-903
-7% -$59.4K 0.56% 41
2020
Q3 		$817K Sell
13,223
-2,432
-16% -$148K 0.59% 40
2020
Q2 		$967K Buy
+15,655
New +$977K 0.82% 34
2020
Q1 		– Sell
-159
Closed -$15K – 420
2019
Q4 		$15K Buy
+159
New +$14.4K 0.01% 262

Other funds holding RTX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Stonebridge Financial Planning Group's RTX Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its RTX Corp (RTX) stake by 2.3% in Q2 2026, selling an estimated $27K and leaving 6,375 shares worth $1.21M. The position accounts for 0.39% of the portfolio, ranked #72.

Stonebridge Financial Planning Group first reported a position in RTX in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.29M in Q4 2025. 2,006 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Stonebridge Financial Planning Group held 6,375 shares of RTX Corp worth $1.21M as of Q2 2026.
  • Stonebridge Financial Planning Group sold 147 RTX Corp shares in Q2 2026, an estimated $27K.
  • RTX Corp made up 0.39% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #72 holding.
  • Stonebridge Financial Planning Group first reported a position in RTX Corp in Q4 2019 and has held it in 26 quarters since.
  • Stonebridge Financial Planning Group's RTX Corp position peaked at $1.29M in Q4 2025.
  • 2,006 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.