Balance Wealth’s SpaceX SPCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$341K Buy
2,261
+121
+6% +$16.7K 0.08% 116
2026
Q2
$366K Buy
+2,140
New +$364K 0.1% 114

Other funds holding SPCX

Balance Wealth's SPCX Position: Q3 2026 in Review

Balance Wealth increased its SpaceX (SPCX) stake by 5.7% in Q3 2026, buying an estimated $16.7K and bringing the position to 2,261 shares worth $341K. The position accounts for 0.08% of the portfolio, ranked #116.

Balance Wealth first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $366K in Q2 2026. 1,565 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Balance Wealth held 2,261 shares of SpaceX worth $341K as of Q3 2026.
  • Balance Wealth bought 121 SpaceX shares in Q3 2026, an estimated $16.7K.
  • SpaceX made up 0.08% of Balance Wealth's portfolio in Q3 2026, its #116 holding.
  • Balance Wealth first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • Balance Wealth's SpaceX position peaked at $366K in Q2 2026.
  • 1,565 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.