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J. Derek Lewis & Associates’s Upexi UPXI Stock Holding History

J. Derek Lewis & Associates’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 		$98K Buy
125,000
+28,000
+29% +$32.5K 0.02% 203
2026
Q1 		$95.6K Sell
97,000
-55,000
-36% -$73.7K 0.02% 190
2025
Q4 		$255K Buy
+152,000
New +$574K 0.06% 151

Other funds holding UPXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

J. Derek Lewis & Associates's UPXI Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Upexi (UPXI) stake by 29% in Q2 2026, buying an estimated $32.5K and bringing the position to 125,000 shares worth $98K. The position accounts for 0.02% of the portfolio, ranked #203.

J. Derek Lewis & Associates first reported a position in UPXI in Q4 2025 and has held it in 3 quarters since. The position peaked at $255K in Q4 2025. 18 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • J. Derek Lewis & Associates held 125,000 shares of Upexi worth $98K as of Q2 2026.
  • J. Derek Lewis & Associates bought 28,000 Upexi shares in Q2 2026, an estimated $32.5K.
  • Upexi made up 0.02% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #203 holding.
  • J. Derek Lewis & Associates first reported a position in Upexi in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Upexi position peaked at $255K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.