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
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

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group's UPXI Position: Q1 2026 in Review

UBS Group increased its Upexi (UPXI) stake by 60% in Q1 2026, buying an estimated $383K and bringing the position to 765,776 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #5768.

UBS Group first reported a position in UPXI in Q2 2021 and has held it in 13 quarters since. The position peaked at $4.37M in Q3 2025. 55 funds tracked by Wall St. Rank hold UPXI as of Q1 2026.

  • UBS Group held 765,776 shares of Upexi worth $755K as of Q1 2026.
  • UBS Group bought 285,891 Upexi shares in Q1 2026, an estimated $383K.
  • Upexi made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5768 holding.
  • UBS Group first reported a position in Upexi in Q2 2021 and has held it in 13 quarters since.
  • UBS Group's Upexi position peaked at $4.37M in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Upexi as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.