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BigSur Wealth Management’s SpaceX SPCX Stock Holding History

BigSur Wealth Management’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 		$5.19M Buy
34,400
+32,300
+1,538% +$4.47M 1.23% 18
2026
Q2 		$359K Buy
+2,100
New +$357K 0.09% 132

Other funds holding SPCX

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BigSur Wealth Management's SPCX Position: Q3 2026 in Review

BigSur Wealth Management increased its SpaceX (SPCX) stake by 1,538% in Q3 2026, buying an estimated $4.47M and bringing the position to 34,400 shares worth $5.19M. The position accounts for 1.23% of the portfolio, ranked #18.

BigSur Wealth Management first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • BigSur Wealth Management held 34,400 shares of SpaceX worth $5.19M as of Q3 2026.
  • BigSur Wealth Management bought 32,300 SpaceX shares in Q3 2026, an estimated $4.47M.
  • SpaceX made up 1.23% of BigSur Wealth Management's portfolio in Q3 2026, its #18 holding.
  • BigSur Wealth Management first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.