CT
SPCX

Caldwell Trust’s SpaceX SPCX Stock Holding History

Caldwell Trust’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
Q2 		$17.1K Buy
+100
New +$17K ﹤0.01% 628

Other funds holding SPCX

AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
VM
Valor Management Chicago, Illinois $86.2B AUM 12.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VCMC
VY Capital Management Company Dubai, United Arab Emirates $47B AUM
GMC
Gigafund Management Company Austin, Texas $29.4B AUM
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

Caldwell Trust's SPCX Position: Q2 2026 in Review

Caldwell Trust opened a new position in SpaceX (SPCX) in Q2 2026: 100 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings.

1,735 funds tracked by Wall St. Rank hold SPCX as of Q2 2026.

  • Caldwell Trust held 100 shares of SpaceX worth $17.1K as of Q2 2026.
  • SpaceX was a new Caldwell Trust position in Q2 2026.
  • SpaceX made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #628 holding.
  • 1,735 funds tracked by Wall St. Rank held SpaceX as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.