LPL Financial
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LPL Financial’s Upexi UPXI Stock Holding History

LPL Financial’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
-100,000
Closed -$577K – 6071
2025
Q3 		$577K Buy
+100,000
New +$608K ﹤0.01% 4501

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 76.63% 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

LPL Financial's UPXI Position: Q1 2026 in Review

LPL Financial reduced its Upexi (UPXI) stake by 46% in Q1 2026, selling an estimated $14.9K and leaving 13,267 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5904.

LPL Financial first reported a position in UPXI in Q2 2025 and has held it in 4 quarters since. The position peaked at $135K in Q2 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • LPL Financial held 13,267 shares of Upexi worth $13.1K as of Q1 2026.
  • LPL Financial sold 11,100 Upexi shares in Q1 2026, an estimated $14.9K.
  • Upexi made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5904 holding.
  • LPL Financial first reported a position in Upexi in Q2 2025 and has held it in 4 quarters since.
  • LPL Financial's Upexi position peaked at $135K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.