MCM
UPXI icon

MAI Capital Management’s Upexi UPXI Stock Holding History

MAI Capital Management’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 		$863 Hold
875
– – ﹤0.01% 4235
2025
Q4 		$1.47K Hold
875
– – ﹤0.01% 3513
2025
Q3 		$5.05K Buy
+875
New +$5.32K ﹤0.01% 3013

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

MAI Capital Management's UPXI Position: Q1 2026 in Review

MAI Capital Management held its Upexi (UPXI) position steady in Q1 2026 at 875 shares worth $863. The position accounts for ﹤0.01% of the portfolio, ranked #4235.

MAI Capital Management first reported a position in UPXI in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.05K in Q3 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • MAI Capital Management held 875 shares of Upexi worth $863 as of Q1 2026.
  • MAI Capital Management left its Upexi share count unchanged in Q1 2026.
  • Upexi made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4235 holding.
  • MAI Capital Management first reported a position in Upexi in Q3 2025 and has held it in 3 quarters since.
  • MAI Capital Management's Upexi position peaked at $5.05K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.