Fidelity Investments’s Upexi UPXI Stock Holding History

Fidelity Investments’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
2025 Q4	–	Sell	-5	Closed	-$29	–	5597
2025 Q3	$29	Buy	+5	New	+$30	﹤0.01%	5288

Other funds holding UPXI

ACM

Arrington Capital Management Miami, Florida $163M AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments's UPXI Position: Q4 2025 in Review

Fidelity Investments sold out of Upexi (UPXI) in Q4 2025, closing a stake of 5 shares — an estimated $29 sold.

Fidelity Investments first reported a position in UPXI in Q3 2025 and held it in 1 quarter. The position peaked at $29 in Q3 2025. 65 funds tracked by Wall St. Rank hold UPXI as of Q4 2025.

Fidelity Investments reported no remaining Upexi position as of Q4 2025 after selling out during the quarter.
Fidelity Investments sold 5 Upexi shares in Q4 2025, an estimated $29.
Fidelity Investments first reported a position in Upexi in Q3 2025 and held it in 1 quarter.
Fidelity Investments's Upexi position peaked at $29 in Q3 2025.
65 funds tracked by Wall St. Rank held Upexi as of Q4 2025.

Based on Fidelity Investments's 13F filing for Q4 2025, filed 17 Feb 2026.