UBS Group
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UBS Group’s Upexi UPXI Stock Holding History

UBS 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 		$182K Sell
232,206
-533,570
-70% -$620K ﹤0.01% 6848
2026
Q1 		$755K Buy
765,776
+285,891
+60% +$383K ﹤0.01% 5768
2025
Q4 		$806K Sell
479,885
-277,359
-37% -$1.05M ﹤0.01% 5757
2025
Q3 		$4.37M Buy
757,244
+720,990
+1,989% +$4.38M ﹤0.01% 4175
2025
Q2 		$108K Buy
36,254
+35,061
+2,939% +$303K ﹤0.01% 7177
2025
Q1 		$2.49K Sell
1,193
-3,282
-73% -$10.8K ﹤0.01% 9322
2024
Q4 		$15.7K Buy
+4,475
New +$20.7K ﹤0.01% 8032
2024
Q3 		– Sell
-25
Closed -$181 – 10090
2024
Q2 		$181 Buy
+25
New +$238 ﹤0.01% 9092
2023
Q2 		– Sell
-31
Closed -$2.5K – 9689
2023
Q1 		$2.5K Buy
31
+28
+933% +$2.17K ﹤0.01% 8501
2022
Q4 		$183 Sell
3
-169
-98% -$14.3K ﹤0.01% 10328
2022
Q3 		$13K Buy
172
+142
+473% +$12.9K ﹤0.01% 8069
2022
Q2 		$3K Buy
+30
New +$2.83K ﹤0.01% 9373
2021
Q4 		– Sell
-144
Closed -$15K – 10732
2021
Q3 		$15K Buy
144
+111
+336% +$11.6K ﹤0.01% 7523
2021
Q2 		$4K Buy
+33
New +$4.51K ﹤0.01% 8698

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
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

UBS Group's UPXI Position: Q2 2026 in Review

UBS Group reduced its Upexi (UPXI) stake by 70% in Q2 2026, selling an estimated $620K and leaving 232,206 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #6848.

UBS Group first reported a position in UPXI in Q2 2021 and has held it in 14 quarters since. The position peaked at $4.37M in Q3 2025. 47 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • UBS Group held 232,206 shares of Upexi worth $182K as of Q2 2026.
  • UBS Group sold 533,570 Upexi shares in Q2 2026, an estimated $620K.
  • Upexi made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6848 holding.
  • UBS Group first reported a position in Upexi in Q2 2021 and has held it in 14 quarters since.
  • UBS Group's Upexi position peaked at $4.37M in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.