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Strategic Planning Group’s RTX Corp RTX Stock Holding History

Strategic 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 		$11.1M Buy
58,495
+3,310
+6% +$607K 1.21% 32
2026
Q1 		$10.6M Sell
55,185
-14,118
-20% -$2.81M 1.49% 28
2025
Q4 		$12.7M Buy
69,303
+4,051
+6% +$704K 1.64% 21
2025
Q3 		$10.9M Buy
65,252
+25,954
+66% +$4.03M 1.48% 22
2025
Q2 		$5.74M Buy
39,298
+1,559
+4% +$208K 0.93% 39
2025
Q1 		$5M Buy
37,739
+2,429
+7% +$308K 0.98% 31
2024
Q4 		$4.09M Buy
35,310
+1,351
+4% +$163K 0.75% 42
2024
Q3 		$4.11M Buy
33,959
+1,712
+5% +$195K 0.81% 42
2024
Q2 		$3.24M Buy
32,247
+2,949
+10% +$305K 0.71% 55
2024
Q1 		$2.86M Buy
29,298
+4,391
+18% +$396K 0.71% 41
2023
Q4 		$2.1M Buy
+24,907
New +$1.97M 0.7% 53

Other funds holding RTX

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Strategic Planning Group's RTX Position: Q2 2026 in Review

Strategic Planning Group increased its RTX Corp (RTX) stake by 6% in Q2 2026, buying an estimated $607K and bringing the position to 58,495 shares worth $11.1M. The position accounts for 1.21% of the portfolio, ranked #32.

Strategic Planning Group first reported a position in RTX in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.7M in Q4 2025. 757 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Strategic Planning Group held 58,495 shares of RTX Corp worth $11.1M as of Q2 2026.
  • Strategic Planning Group bought 3,310 RTX Corp shares in Q2 2026, an estimated $607K.
  • RTX Corp made up 1.21% of Strategic Planning Group's portfolio in Q2 2026, its #32 holding.
  • Strategic Planning Group first reported a position in RTX Corp in Q4 2023 and has held it in 11 quarters since.
  • Strategic Planning Group's RTX Corp position peaked at $12.7M in Q4 2025.
  • 757 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.