Citadel Advisors’s Upexi UPXI Stock Holding History

Citadel Advisors’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	$150K	Sell	152,500 -76,700	-33%	-$103K	﹤0.01%	11678
2025 Q4	$385K	Sell	229,200 -73,400	-24%	-$277K	﹤0.01%	9618
2025 Q3	$1.75M	Buy	302,600 +209,400	+225%	+$1.27M	﹤0.01%	6354
2025 Q2	$278K	Buy	+93,200	New	+$807K	﹤0.01%	9981

Other funds holding UPXI

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACM

Arrington Capital Management Miami, Florida $97.1M AUM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Citadel Advisors's UPXI Position: Q1 2026 in Review

Citadel Advisors sold out of Upexi (UPXI) in Q1 2026, closing a stake of 197,180 shares — an estimated $264K sold.

Citadel Advisors first reported a position in UPXI in Q4 2021 and held it in 4 quarters. The position peaked at $393K in Q2 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

Citadel Advisors reported no remaining Upexi position as of Q1 2026 after selling out during the quarter.
Citadel Advisors sold 197,180 Upexi shares in Q1 2026, an estimated $264K.
Citadel Advisors first reported a position in Upexi in Q4 2021 and held it in 4 quarters.
Citadel Advisors's Upexi position peaked at $393K in Q2 2025.
55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.