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Private Advisor Group’s Upexi UPXI Stock Holding History

Private Advisor Group’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 		$8.21K Sell
10,475
-1,050
-9% -$1.22K ﹤0.01% 2505
2026
Q1 		$11.4K Buy
11,525
+800
+7% +$1.07K ﹤0.01% 2637
2025
Q4 		$18K Buy
+10,725
New +$40.5K ﹤0.01% 2558

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

Private Advisor Group's UPXI Position: Q2 2026 in Review

Private Advisor Group reduced its Upexi (UPXI) stake by 9.1% in Q2 2026, selling an estimated $1.22K and leaving 10,475 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Private Advisor Group first reported a position in UPXI in Q4 2025 and has held it in 3 quarters since. The position peaked at $18K in Q4 2025. 47 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Private Advisor Group held 10,475 shares of Upexi worth $8.21K as of Q2 2026.
  • Private Advisor Group sold 1,050 Upexi shares in Q2 2026, an estimated $1.22K.
  • Upexi made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2505 holding.
  • Private Advisor Group first reported a position in Upexi in Q4 2025 and has held it in 3 quarters since.
  • Private Advisor Group's Upexi position peaked at $18K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.