Atticus Wealth Management
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Atticus Wealth Management’s Upexi UPXI Stock Holding History

Atticus Wealth Management’s Portfolio UPXI Stock Details UPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$38.2K Buy
+33,491
New +$31.7K 0.01% 185

Other funds holding UPXI

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Smith Thornton Advisors
Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Catherine Avery Investment Management
Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Atticus Wealth Management's UPXI Position: Q3 2026 in Review

Atticus Wealth Management opened a new position in Upexi (UPXI) in Q3 2026: 33,491 shares worth $38.2K. The stake represents 0.01% of the portfolio and ranks #185 among its holdings.

6 funds tracked by Wall St. Rank hold UPXI as of Q3 2026.

  • Atticus Wealth Management held 33,491 shares of Upexi worth $38.2K as of Q3 2026.
  • Upexi was a new Atticus Wealth Management position in Q3 2026.
  • Upexi made up 0.01% of Atticus Wealth Management's portfolio in Q3 2026, its #185 holding.
  • 6 funds tracked by Wall St. Rank held Upexi as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.