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Milestone Asset Management’s SpaceX SPCX Stock Holding History

Milestone Asset 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 		$596K Buy
3,947
+2,697
+216% +$373K 0.09% 165
2026
Q2 		$214K Buy
+1,250
New +$212K 0.03% 253

Other funds holding SPCX

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMG
APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return
CS
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Milestone Asset Management's SPCX Position: Q3 2026 in Review

Milestone Asset Management increased its SpaceX (SPCX) stake by 216% in Q3 2026, buying an estimated $373K and bringing the position to 3,947 shares worth $596K. The position accounts for 0.09% of the portfolio, ranked #165.

Milestone Asset Management first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. 438 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Milestone Asset Management held 3,947 shares of SpaceX worth $596K as of Q3 2026.
  • Milestone Asset Management bought 2,697 SpaceX shares in Q3 2026, an estimated $373K.
  • SpaceX made up 0.09% of Milestone Asset Management's portfolio in Q3 2026, its #165 holding.
  • Milestone Asset Management first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • 438 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.