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

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

LPL Financial's UPXI Position: Q2 2026 in Review

LPL Financial reduced its Upexi (UPXI) stake by 24% in Q2 2026, selling an estimated $3.72K and leaving 10,067 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #6175.

LPL Financial first reported a position in UPXI in Q2 2025 and has held it in 5 quarters since. The position peaked at $135K in Q2 2025. 47 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • LPL Financial held 10,067 shares of Upexi worth $7.89K as of Q2 2026.
  • LPL Financial sold 3,200 Upexi shares in Q2 2026, an estimated $3.72K.
  • Upexi made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6175 holding.
  • LPL Financial first reported a position in Upexi in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's Upexi position peaked at $135K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.