Belpointe Asset Management’s Upexi UPXI Stock Holding History

Belpointe Asset 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
2025 Q4	–	Sell	-10,000	Closed	-$57.7K	–	1111
2025 Q3	$57.7K	Buy	+10,000	New	+$60.8K	﹤0.01%	969

Other funds holding UPXI

ACM

Arrington Capital Management Miami, Florida $97.1M AUM

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Belpointe Asset Management's UPXI Position: Q4 2025 in Review

Belpointe Asset Management sold out of Upexi (UPXI) in Q4 2025, closing a stake of 10,000 shares — an estimated $57.7K sold.

Belpointe Asset Management first reported a position in UPXI in Q3 2025 and held it in 1 quarter. The position peaked at $57.7K in Q3 2025. 65 funds tracked by Wall St. Rank hold UPXI as of Q4 2025.

Belpointe Asset Management reported no remaining Upexi position as of Q4 2025 after selling out during the quarter.
Belpointe Asset Management sold 10,000 Upexi shares in Q4 2025, an estimated $57.7K.
Belpointe Asset Management first reported a position in Upexi in Q3 2025 and held it in 1 quarter.
Belpointe Asset Management's Upexi position peaked at $57.7K in Q3 2025.
65 funds tracked by Wall St. Rank held Upexi as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.