Ascent Wealth Partners
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Ascent Wealth Partners’s SpaceX SPCX Stock Holding History

Ascent Wealth Partners’s Portfolio SPCX Stock Details SPCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$448K Buy
2,968
+1,242
+72% +$172K 0.04% 158
2026
Q2 		$295K Buy
+1,726
New +$293K 0.03% 171

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Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Ascent Wealth Partners's SPCX Position: Q3 2026 in Review

Ascent Wealth Partners increased its SpaceX (SPCX) stake by 72% in Q3 2026, buying an estimated $172K and bringing the position to 2,968 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #158.

Ascent Wealth Partners first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. 810 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Ascent Wealth Partners held 2,968 shares of SpaceX worth $448K as of Q3 2026.
  • Ascent Wealth Partners bought 1,242 SpaceX shares in Q3 2026, an estimated $172K.
  • SpaceX made up 0.04% of Ascent Wealth Partners's portfolio in Q3 2026, its #158 holding.
  • Ascent Wealth Partners first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • 810 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.