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 Q2	–	Sell	-27,789	Closed	-$27.4K	–	47
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

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

ShariaPortfolio's UPXI Position: Q2 2026 in Review

ShariaPortfolio sold out of Upexi (UPXI) in Q2 2026, closing a stake of 27,789 shares — an estimated $27.4K sold.

ShariaPortfolio first reported a position in UPXI in Q3 2025 and held it in 3 quarters. The position peaked at $3.59M in Q3 2025. 48 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

ShariaPortfolio reported no remaining Upexi position as of Q2 2026 after selling out during the quarter.
ShariaPortfolio sold 27,789 Upexi shares in Q2 2026, an estimated $27.4K.
ShariaPortfolio first reported a position in Upexi in Q3 2025 and held it in 3 quarters.
ShariaPortfolio's Upexi position peaked at $3.59M in Q3 2025.
48 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on ShariaPortfolio's 13F filing for Q2 2026, filed 11 Aug 2026.