Planning Strategies Inc.’s RTX Corp RTX Stock Holding History

Planning Strategies Inc.’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	$143K	Buy	+753	New	+$138K	0.09%	85

Other funds holding RTX

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planning Strategies Inc.'s RTX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in RTX Corp (RTX) in Q2 2026: 753 shares worth $143K. The stake represents 0.09% of the portfolio and ranks #85 among its holdings.

1,390 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Planning Strategies Inc. held 753 shares of RTX Corp worth $143K as of Q2 2026.
RTX Corp was a new Planning Strategies Inc. position in Q2 2026.
RTX Corp made up 0.09% of Planning Strategies Inc.'s portfolio in Q2 2026, its #85 holding.
1,390 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.