Portus Wealth Advisors’s Upexi UPXI Stock Holding History

Portus Wealth 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	–	Sell	-1,592	Closed	-$1.57K	–	504
2026 Q1	$1.57K	Buy	+1,592	New	+$2.13K	﹤0.01%	317

Other funds holding UPXI

ACM

Arrington Capital Management Miami, Florida $163M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Portus Wealth Advisors's UPXI Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Upexi (UPXI) in Q2 2026, closing a stake of 1,592 shares — an estimated $1.57K sold.

Portus Wealth Advisors first reported a position in UPXI in Q1 2026 and held it in 1 quarter. The position peaked at $1.57K in Q1 2026. 48 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

Portus Wealth Advisors reported no remaining Upexi position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 1,592 Upexi shares in Q2 2026, an estimated $1.57K.
Portus Wealth Advisors first reported a position in Upexi in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Upexi position peaked at $1.57K in Q1 2026.
48 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.