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Catherine Avery Investment Management’s Upexi UPXI Stock Holding History

Catherine Avery Investment 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
Q1 		– Sell
-250
Closed -$420 – 153
2025
Q4 		$420 Buy
250
+100
+67% +$378 ﹤0.01% 152
2025
Q3 		$866 Buy
+150
New +$912 ﹤0.01% 150

Other funds holding UPXI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Arrington Capital Management Miami, Florida $97.1M AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Catherine Avery Investment Management's UPXI Position: Q1 2026 in Review

Catherine Avery Investment Management sold out of Upexi (UPXI) in Q1 2026, closing a stake of 250 shares — an estimated $420 sold.

Catherine Avery Investment Management first reported a position in UPXI in Q3 2025 and held it in 2 quarters. The position peaked at $866 in Q3 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • Catherine Avery Investment Management reported no remaining Upexi position as of Q1 2026 after selling out during the quarter.
  • Catherine Avery Investment Management sold 250 Upexi shares in Q1 2026, an estimated $420.
  • Catherine Avery Investment Management first reported a position in Upexi in Q3 2025 and held it in 2 quarters.
  • Catherine Avery Investment Management's Upexi position peaked at $866 in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on Catherine Avery Investment Management's 13F filing for Q1 2026, filed 15 May 2026.