Montag & Associates
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Montag & Associates’s SpaceX SPCX Stock Holding History

Montag & Associates’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 		$72.5K Buy
480
+224
+88% +$31K ﹤0.01% 553
2026
Q2 		$43.8K Buy
+256
New +$43.5K ﹤0.01% 612

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Temasek Holdings
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Regents of the University of California
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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Bank of New York Mellon
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Montag & Associates's SPCX Position: Q3 2026 in Review

Montag & Associates increased its SpaceX (SPCX) stake by 88% in Q3 2026, buying an estimated $31K and bringing the position to 480 shares worth $72.5K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Montag & Associates first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. 1,565 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Montag & Associates held 480 shares of SpaceX worth $72.5K as of Q3 2026.
  • Montag & Associates bought 224 SpaceX shares in Q3 2026, an estimated $31K.
  • SpaceX made up ﹤0.01% of Montag & Associates's portfolio in Q3 2026, its #553 holding.
  • Montag & Associates first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • 1,565 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Montag & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.