Herold Advisors’s SpaceX SPCX Stock Holding History

Herold Advisors’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	$243K	Buy	1,608 +403	+33%	+$55.8K	0.05%	242
2026 Q2	$208K	Buy	+1,205	New	+$205K	0.04%	256

Other funds holding SPCX

K5 Global Advisor Miami Beach, Florida $4.02B AUM

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

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 Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Herold Advisors's SPCX Position: Q3 2026 in Review

Herold Advisors increased its SpaceX (SPCX) stake by 33% in Q3 2026, buying an estimated $55.8K and bringing the position to 1,608 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #242.

Herold Advisors first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. 665 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

Herold Advisors held 1,608 shares of SpaceX worth $243K as of Q3 2026.
Herold Advisors bought 403 SpaceX shares in Q3 2026, an estimated $55.8K.
SpaceX made up 0.05% of Herold Advisors's portfolio in Q3 2026, its #242 holding.
Herold Advisors first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
665 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.