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Integrated Wealth Concepts’s Upexi UPXI Stock Holding History

Integrated Wealth Concepts’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 		$2.75K Buy
+3,500
New +$4.07K ﹤0.01% 5250

Other funds holding UPXI

ACM
Arrington Capital Management Miami, Florida $163M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's UPXI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Upexi (UPXI) in Q2 2026: 3,500 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #5250 among its holdings.

48 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Integrated Wealth Concepts held 3,500 shares of Upexi worth $2.75K as of Q2 2026.
  • Upexi was a new Integrated Wealth Concepts position in Q2 2026.
  • Upexi made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5250 holding.
  • 48 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.