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ShariaPortfolio’s Upexi UPXI Stock Holding History

ShariaPortfolio’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 		$27.4K Sell
27,789
-52,039
-65% -$69.7K 0.01% 40
2025
Q4 		$134K Sell
79,828
-542,900
-87% -$2.05M 0.06% 24
2025
Q3 		$3.59M Buy
+622,728
New +$3.79M 1.37% 11

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

ShariaPortfolio's UPXI Position: Q1 2026 in Review

ShariaPortfolio reduced its Upexi (UPXI) stake by 65% in Q1 2026, selling an estimated $69.7K and leaving 27,789 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #40.

ShariaPortfolio first reported a position in UPXI in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.59M in Q3 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • ShariaPortfolio held 27,789 shares of Upexi worth $27.4K as of Q1 2026.
  • ShariaPortfolio sold 52,039 Upexi shares in Q1 2026, an estimated $69.7K.
  • Upexi made up 0.01% of ShariaPortfolio's portfolio in Q1 2026, its #40 holding.
  • ShariaPortfolio first reported a position in Upexi in Q3 2025 and has held it in 3 quarters since.
  • ShariaPortfolio's Upexi position peaked at $3.59M in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on ShariaPortfolio's 13F filing for Q1 2026, filed 12 Jun 2026.