Summit Financial Wealth Advisors
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Summit Financial Wealth Advisors’s SpaceX SPCX Stock Holding History

Summit Financial Wealth 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 		$1.04M Buy
6,864
+3,913
+133% +$542K 0.13% 81
2026
Q2 		$504K Buy
+2,951
New +$501K 0.06% 128

Other funds holding SPCX

Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
VY Capital Management Company
VY Capital Management Company Dubai, United Arab Emirates $36.6B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Gigafund Management Company
Gigafund Management Company Austin, Texas $19.1B AUM 50.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
SC US (TTGP)
SC US (TTGP) Menlo Park, California $25.6B AUM 36.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Thrive Capital Management (New York)
Thrive Capital Management (New York) New York $7.68B AUM 39.94% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Summit Financial Wealth Advisors's SPCX Position: Q3 2026 in Review

Summit Financial Wealth Advisors increased its SpaceX (SPCX) stake by 133% in Q3 2026, buying an estimated $542K and bringing the position to 6,864 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #81.

Summit Financial Wealth Advisors first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. 2,330 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Summit Financial Wealth Advisors held 6,864 shares of SpaceX worth $1.04M as of Q3 2026.
  • Summit Financial Wealth Advisors bought 3,913 SpaceX shares in Q3 2026, an estimated $542K.
  • SpaceX made up 0.13% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #81 holding.
  • Summit Financial Wealth Advisors first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • 2,330 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.