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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
Q2 		$392 Buy
+500
New +$581 ﹤0.01% 161
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

ACM
Arrington Capital Management Miami, Florida $163M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Catherine Avery Investment Management's UPXI Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in Upexi (UPXI) in Q2 2026: 500 shares worth $392. The stake represents ﹤0.01% of the portfolio and ranks #161 among its holdings. This is a return to the name: Catherine Avery Investment Management previously reported a position in UPXI as recently as Q4 2025.

Catherine Avery Investment Management first reported a position in UPXI in Q3 2025 and has held it in 3 quarters since. The position peaked at $866 in Q3 2025. 47 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Catherine Avery Investment Management held 500 shares of Upexi worth $392 as of Q2 2026.
  • Upexi was a new Catherine Avery Investment Management position in Q2 2026.
  • Upexi made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #161 holding.
  • Catherine Avery Investment Management first reported a position in Upexi in Q3 2025 and has held it in 3 quarters since.
  • Catherine Avery Investment Management's Upexi position peaked at $866 in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.