Northern Trust
UPXI icon

Northern Trust’s Upexi UPXI Stock Holding History

Northern Trust’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 		$92K Buy
117,311
+9,091
+8% +$10.6K ﹤0.01% 4145
2026
Q1 		$107K Buy
108,220
+18,630
+21% +$25K ﹤0.01% 4088
2025
Q4 		$151K Buy
89,590
+582
+0.7% +$2.2K ﹤0.01% 4058
2025
Q3 		$514K Buy
89,008
+28,924
+48% +$176K ﹤0.01% 3633
2025
Q2 		$179K Buy
+60,084
New +$520K ﹤0.01% 3974
2024
Q4 		– Sell
-798
Closed -$3.13K – 4490
2024
Q3 		$3.13K Hold
798
– – ﹤0.01% 4406
2024
Q2 		$5.76K Hold
798
– – ﹤0.01% 4402
2024
Q1 		$9.27K Hold
798
– – ﹤0.01% 4393
2023
Q4 		$18.5K Buy
+798
New +$18.5K ﹤0.01% 4374

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

Northern Trust's UPXI Position: Q2 2026 in Review

Northern Trust increased its Upexi (UPXI) stake by 8.4% in Q2 2026, buying an estimated $10.6K and bringing the position to 117,311 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #4145.

Northern Trust first reported a position in UPXI in Q4 2023 and has held it in 9 quarters since. The position peaked at $514K in Q3 2025. 48 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Northern Trust held 117,311 shares of Upexi worth $92K as of Q2 2026.
  • Northern Trust bought 9,091 Upexi shares in Q2 2026, an estimated $10.6K.
  • Upexi made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #4145 holding.
  • Northern Trust first reported a position in Upexi in Q4 2023 and has held it in 9 quarters since.
  • Northern Trust's Upexi position peaked at $514K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.