Smith Thornton Advisors’s Upexi UPXI Stock Holding History

Smith Thornton 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	$13.3K	Buy	17,500 +6,500	+59%	+$7.55K	0.01%	140
2026 Q1	$10.8K	Hold	11,000	–	–	0.01%	130
2025 Q4	$18.5K	Buy	+11,000	New	+$41.5K	0.01%	127

Other funds holding UPXI

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Smith Thornton Advisors's UPXI Position: Q2 2026 in Review

Smith Thornton Advisors increased its Upexi (UPXI) stake by 59% in Q2 2026, buying an estimated $7.55K and bringing the position to 17,500 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #140.

Smith Thornton Advisors first reported a position in UPXI in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.5K in Q4 2025. 2 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

Smith Thornton Advisors held 17,500 shares of Upexi worth $13.3K as of Q2 2026.
Smith Thornton Advisors bought 6,500 Upexi shares in Q2 2026, an estimated $7.55K.
Upexi made up 0.01% of Smith Thornton Advisors's portfolio in Q2 2026, its #140 holding.
Smith Thornton Advisors first reported a position in Upexi in Q4 2025 and has held it in 3 quarters since.
Smith Thornton Advisors's Upexi position peaked at $18.5K in Q4 2025.
2 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.