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Great Valley Advisor Group’s Upexi UPXI Stock Holding History

Great Valley Advisor Group’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 		$11.5K Hold
11,700
– – ﹤0.01% 996
2025
Q4 		$19.7K Buy
11,700
+1,000
+9% +$3.78K ﹤0.01% 940
2025
Q3 		$61.7K Buy
+10,700
New +$65.1K ﹤0.01% 913

Other funds holding UPXI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Arrington Capital Management Miami, Florida $97.1M AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Great Valley Advisor Group's UPXI Position: Q1 2026 in Review

Great Valley Advisor Group held its Upexi (UPXI) position steady in Q1 2026 at 11,700 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Great Valley Advisor Group first reported a position in UPXI in Q3 2025 and has held it in 3 quarters since. The position peaked at $61.7K in Q3 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • Great Valley Advisor Group held 11,700 shares of Upexi worth $11.5K as of Q1 2026.
  • Great Valley Advisor Group left its Upexi share count unchanged in Q1 2026.
  • Upexi made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #996 holding.
  • Great Valley Advisor Group first reported a position in Upexi in Q3 2025 and has held it in 3 quarters since.
  • Great Valley Advisor Group's Upexi position peaked at $61.7K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.