Commonwealth Equity Services’s Upexi UPXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$26K Buy
33,125
+500
+2% +$581 ﹤0.01% 4342
2026
Q1
$32.2K Hold
32,625
﹤0.01% 4231
2025
Q4
$54.8K Buy
32,625
+1,300
+4% +$4.91K ﹤0.01% 4178
2025
Q3
$181K Buy
31,325
+17,325
+124% +$105K ﹤0.01% 3975
2025
Q2
$42K Buy
+14,000
New +$121K ﹤0.01% 4169

Other funds holding UPXI

Commonwealth Equity Services's UPXI Position: Q2 2026 in Review

Commonwealth Equity Services increased its Upexi (UPXI) stake by 1.5% in Q2 2026, buying an estimated $581 and bringing the position to 33,125 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #4342.

Commonwealth Equity Services first reported a position in UPXI in Q2 2025 and has held it in 5 quarters since. The position peaked at $181K in Q3 2025. 48 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Commonwealth Equity Services held 33,125 shares of Upexi worth $26K as of Q2 2026.
  • Commonwealth Equity Services bought 500 Upexi shares in Q2 2026, an estimated $581.
  • Upexi made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4342 holding.
  • Commonwealth Equity Services first reported a position in Upexi in Q2 2025 and has held it in 5 quarters since.
  • Commonwealth Equity Services's Upexi position peaked at $181K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.