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North Star Investment Management’s Upexi UPXI Stock Holding History

North Star Investment 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
2025
Q4 		– Sell
-5,000
Closed -$28.9K – 1620
2025
Q3 		$28.9K Sell
5,000
-10,000
-67% -$60.8K ﹤0.01% 764
2025
Q2 		$44.7K Buy
+15,000
New +$130K ﹤0.01% 656
2023
Q3 		– Sell
-125
Closed -$5.63K – 1304
2023
Q2 		$5.63K Hold
125
– – ﹤0.01% 952
2023
Q1 		$10.1K Hold
125
– – ﹤0.01% 867
2022
Q4 		$7.5K Hold
125
– – ﹤0.01% 897
2022
Q3 		$10K Hold
125
– – ﹤0.01% 815
2022
Q2 		$10K Hold
125
– – ﹤0.01% 833
2022
Q1 		$13K Hold
125
– – ﹤0.01% 824
2021
Q4 		$10K Hold
125
– – ﹤0.01% 909
2021
Q3 		$13K Buy
+125
New +$13.1K ﹤0.01% 824

Other funds holding UPXI

ACM
Arrington Capital Management Miami, Florida $97.1M AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

North Star Investment Management's UPXI Position: Q4 2025 in Review

North Star Investment Management sold out of Upexi (UPXI) in Q4 2025, closing a stake of 5,000 shares — an estimated $28.9K sold.

North Star Investment Management first reported a position in UPXI in Q3 2021 and held it in 10 quarters. The position peaked at $44.7K in Q2 2025. 65 funds tracked by Wall St. Rank hold UPXI as of Q4 2025.

  • North Star Investment Management reported no remaining Upexi position as of Q4 2025 after selling out during the quarter.
  • North Star Investment Management sold 5,000 Upexi shares in Q4 2025, an estimated $28.9K.
  • North Star Investment Management first reported a position in Upexi in Q3 2021 and held it in 10 quarters.
  • North Star Investment Management's Upexi position peaked at $44.7K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Upexi as of Q4 2025.

Based on North Star Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.