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WealthPLAN Partners’s RTX Corp RTX Stock Holding History

WealthPLAN Partners’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 		$334K Sell
1,763
-276
-14% -$50.6K 0.06% 185
2026
Q1 		$393K Buy
2,039
+7
+0.3% +$1.39K 0.08% 174
2025
Q4 		$373K Hold
2,032
– – 0.06% 215
2025
Q3 		$340K Sell
2,032
-269
-12% -$41.8K 0.05% 209
2025
Q2 		$336K Sell
2,301
-434
-16% -$57.8K 0.05% 201
2025
Q1 		$362K Sell
2,735
-2
-0.1% -$254 0.05% 198
2024
Q4 		$317K Buy
2,737
+413
+18% +$49.9K 0.04% 209
2024
Q3 		$282K Sell
2,324
-52
-2% -$5.93K 0.04% 231
2024
Q2 		$239K Sell
2,376
-116
-5% -$12K 0.03% 277
2024
Q1 		$243K Sell
2,492
-388
-13% -$35K 0.03% 280
2023
Q4 		$242K Sell
2,880
-1,651
-36% -$131K 0.02% 291
2023
Q3 		$326K Buy
4,531
+1,214
+37% +$104K 0.04% 257
2023
Q2 		$325K Sell
3,317
-557
-14% -$54.5K 0.05% 238
2023
Q1 		$379K Sell
3,874
-27
-0.7% -$2.66K 0.04% 225
2022
Q4 		$395K Buy
+3,901
New +$367K 0.03% 282
2022
Q1 		– Sell
-69,444
Closed -$14.9M – 400
2021
Q4 		$14.9M Buy
69,444
+65,974
+1,901% +$5.75M 0.98% 29
2021
Q3 		$295K Sell
3,470
-112
-3% -$9.58K 0.02% 314
2021
Q2 		$317K Buy
3,582
+311
+10% +$26.2K 0.02% 277
2021
Q1 		$275K Buy
+3,271
New +$239K 0.02% 285
2020
Q4 		– Sell
-3,282
Closed -$210K – 347
2020
Q3 		$210K Buy
+3,282
New +$200K 0.02% 291
2016
Q3 		$136K Sell
2,131
-2,123
-50% -$141K 0.04% 194
2016
Q2 		$155K Buy
+4,254
New +$272K 0.02% 465
2015
Q4 		$33.1K Buy
+1,220
New +$73.8K 0.01% 736
2015
Q2 		$25K Sell
359
-307
-46% -$22.5K 0.01% 237
2015
Q1 		$49K Buy
+666
New +$49.7K 0.02% 241

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WealthPLAN Partners's RTX Position: Q2 2026 in Review

WealthPLAN Partners reduced its RTX Corp (RTX) stake by 14% in Q2 2026, selling an estimated $50.6K and leaving 1,763 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #185.

WealthPLAN Partners first reported a position in RTX in Q1 2015 and has held it in 25 quarters since. The position peaked at $14.9M in Q4 2021. 1,960 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • WealthPLAN Partners held 1,763 shares of RTX Corp worth $334K as of Q2 2026.
  • WealthPLAN Partners sold 276 RTX Corp shares in Q2 2026, an estimated $50.6K.
  • RTX Corp made up 0.06% of WealthPLAN Partners's portfolio in Q2 2026, its #185 holding.
  • WealthPLAN Partners first reported a position in RTX Corp in Q1 2015 and has held it in 25 quarters since.
  • WealthPLAN Partners's RTX Corp position peaked at $14.9M in Q4 2021.
  • 1,960 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.