Morgan Stanley
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Morgan Stanley’s Upexi UPXI Stock Holding History

Morgan Stanley’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 		$21.3K Buy
27,166
+20,066
+283% +$23.3K ﹤0.01% 6789
2026
Q1 		$7K Sell
7,100
-130,688
-95% -$175K ﹤0.01% 7050
2025
Q4 		$231K Sell
137,788
-163,335
-54% -$617K ﹤0.01% 5875
2025
Q3 		$1.74M Buy
301,123
+300,451
+44,710% +$1.83M ﹤0.01% 4867
2025
Q2 		$2K Buy
672
+669
+22,300% +$5.79K ﹤0.01% 7218
2025
Q1 		$6 Buy
+3
New +$10 ﹤0.01% 8026
2023
Q2 		– Sell
-7
Closed -$587 – 7704
2023
Q1 		$587 Hold
7
– – ﹤0.01% 7415
2022
Q4 		$435 Hold
7
– – ﹤0.01% 7575
2022
Q3 		$1K Hold
7
– – ﹤0.01% 7608
2022
Q2 		$1K Buy
+7
New +$659 ﹤0.01% 7708

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

Morgan Stanley's UPXI Position: Q2 2026 in Review

Morgan Stanley increased its Upexi (UPXI) stake by 283% in Q2 2026, buying an estimated $23.3K and bringing the position to 27,166 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6789.

Morgan Stanley first reported a position in UPXI in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.74M in Q3 2025. 48 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Morgan Stanley held 27,166 shares of Upexi worth $21.3K as of Q2 2026.
  • Morgan Stanley bought 20,066 Upexi shares in Q2 2026, an estimated $23.3K.
  • Upexi made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6789 holding.
  • Morgan Stanley first reported a position in Upexi in Q2 2022 and has held it in 10 quarters since.
  • Morgan Stanley's Upexi position peaked at $1.74M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.