Clearstead Advisors’s Upexi UPXI Stock Holding History

Clearstead 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 Q2	–	Sell	-16,000	Closed	-$15.8K	–	3729
2026 Q1	$15.8K	Hold	16,000	–	–	﹤0.01%	1496
2025 Q4	$26.9K	Buy	+16,000	New	+$60.4K	﹤0.01%	1622

Other funds holding UPXI

ACM

Arrington Capital Management Miami, Florida $163M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearstead Advisors's UPXI Position: Q2 2026 in Review

Clearstead Advisors sold out of Upexi (UPXI) in Q2 2026, closing a stake of 16,000 shares — an estimated $15.8K sold.

Clearstead Advisors first reported a position in UPXI in Q4 2025 and held it in 2 quarters. The position peaked at $26.9K in Q4 2025. 48 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

Clearstead Advisors reported no remaining Upexi position as of Q2 2026 after selling out during the quarter.
Clearstead Advisors sold 16,000 Upexi shares in Q2 2026, an estimated $15.8K.
Clearstead Advisors first reported a position in Upexi in Q4 2025 and held it in 2 quarters.
Clearstead Advisors's Upexi position peaked at $26.9K in Q4 2025.
48 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.