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Millington Financial Advisors’s Upexi UPXI Stock Holding History

Millington Financial Advisors’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 		$32.2K Hold
40,000
– – 0.01% 125
2026
Q1 		$54K Hold
40,000
– – 0.02% 117
2025
Q4 		$45.6K Buy
40,000
+20,000
+100% +$75.5K 0.02% 116
2025
Q3 		$130K Hold
20,000
– – 0.06% 102
2025
Q2 		$134K Buy
+20,000
New +$173K 0.07% 100

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

Millington Financial Advisors's UPXI Position: Q2 2026 in Review

Millington Financial Advisors held its Upexi (UPXI) position steady in Q2 2026 at 40,000 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #125.

Millington Financial Advisors first reported a position in UPXI in Q2 2025 and has held it in 5 quarters since. The position peaked at $134K in Q2 2025. 48 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Millington Financial Advisors held 40,000 shares of Upexi worth $32.2K as of Q2 2026.
  • Millington Financial Advisors left its Upexi share count unchanged in Q2 2026.
  • Upexi made up 0.01% of Millington Financial Advisors's portfolio in Q2 2026, its #125 holding.
  • Millington Financial Advisors first reported a position in Upexi in Q2 2025 and has held it in 5 quarters since.
  • Millington Financial Advisors's Upexi position peaked at $134K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

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