Rossby Financial’s Upexi UPXI Stock Holding History

Rossby Financial’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	-9,200	Closed	-$9.09K	–	2348
2026 Q1	$9.09K	Buy	9,200 +4,100	+80%	+$5.5K	﹤0.01%	1292
2025 Q4	$8.57K	Sell	5,100 -16,700	-77%	-$63.1K	﹤0.01%	980
2025 Q3	$142K	Buy	+21,800	New	+$133K	0.05%	334

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

Rossby Financial's UPXI Position: Q2 2026 in Review

Rossby Financial sold out of Upexi (UPXI) in Q2 2026, closing a stake of 9,200 shares — an estimated $9.09K sold.

Rossby Financial first reported a position in UPXI in Q3 2025 and held it in 3 quarters. The position peaked at $142K in Q3 2025. 47 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

Rossby Financial reported no remaining Upexi position as of Q2 2026 after selling out during the quarter.
Rossby Financial sold 9,200 Upexi shares in Q2 2026, an estimated $9.09K.
Rossby Financial first reported a position in Upexi in Q3 2025 and held it in 3 quarters.
Rossby Financial's Upexi position peaked at $142K in Q3 2025.
47 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.