Osaic Holdings
UPXI icon

Osaic Holdings’s Upexi UPXI Stock Holding History

Osaic Holdings’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 		$768K Buy
775,862
+330,911
+74% +$443K ﹤0.01% 2953
2025
Q4 		$748K Buy
444,951
+426,190
+2,272% +$1.61M ﹤0.01% 2977
2025
Q3 		$133K Buy
18,761
+15,696
+512% +$95.5K ﹤0.01% 4560
2025
Q2 		$9.13K Buy
+3,065
New +$26.5K ﹤0.01% 6215
2024
Q2 		– Sell
-375
Closed -$4.36K – 7623
2024
Q1 		$4.36K Buy
+375
New +$6.84K ﹤0.01% 6153

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Osaic Holdings's UPXI Position: Q1 2026 in Review

Osaic Holdings increased its Upexi (UPXI) stake by 74% in Q1 2026, buying an estimated $443K and bringing the position to 775,862 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

Osaic Holdings first reported a position in UPXI in Q1 2024 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • Osaic Holdings held 775,862 shares of Upexi worth $768K as of Q1 2026.
  • Osaic Holdings bought 330,911 Upexi shares in Q1 2026, an estimated $443K.
  • Upexi made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2953 holding.
  • Osaic Holdings first reported a position in Upexi in Q1 2024 and has held it in 5 quarters since.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.