Total Wealth Planning & Management’s RTX Corp RTX Stock Holding History

Total Wealth Planning & Management’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 Q3	$975K	Buy	5,251 +186	+4%	+$38.1K	0.72%	34
2026 Q2	$961K	Sell	5,065 -335	-6%	-$61.4K	0.65%	44
2026 Q1	$1.04M	Sell	5,400 -147	-3%	-$29.2K	0.77%	37
2025 Q4	$1.02M	Buy	+5,547	New	+$964K	0.75%	34
2025 Q2	$791K	Sell	5,420 -20	-0.4%	-$2.66K	0.64%	43
2025 Q1	$721K	Buy	5,440 +2,265	+71%	+$287K	0.68%	38
2024 Q4	$367K	Buy	+3,175	New	+$384K	0.33%	99

Other funds holding RTX

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AdviceOne Advisory Services Glastonbury, Connecticut $168M AUM 9.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Total Wealth Planning & Management's RTX Position: Q3 2026 in Review

Total Wealth Planning & Management increased its RTX Corp (RTX) stake by 3.7% in Q3 2026, buying an estimated $38.1K and bringing the position to 5,251 shares worth $975K. The position accounts for 0.72% of the portfolio, ranked #34.

Total Wealth Planning & Management first reported a position in RTX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q1 2026. 1,201 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

Total Wealth Planning & Management held 5,251 shares of RTX Corp worth $975K as of Q3 2026.
Total Wealth Planning & Management bought 186 RTX Corp shares in Q3 2026, an estimated $38.1K.
RTX Corp made up 0.72% of Total Wealth Planning & Management's portfolio in Q3 2026, its #34 holding.
Total Wealth Planning & Management first reported a position in RTX Corp in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's RTX Corp position peaked at $1.04M in Q1 2026.
1,201 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.