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Valley National Advisers’s Upexi UPXI Stock Holding History

Valley National Advisers’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 		$306 Buy
+390
New +$453 ﹤0.01% 990
2025
Q4 		– Sell
-890
Closed -$5K – 950
2025
Q3 		$5K Buy
+890
New +$5.41K ﹤0.01% 659

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valley National Advisers's UPXI Position: Q2 2026 in Review

Valley National Advisers opened a new position in Upexi (UPXI) in Q2 2026: 390 shares worth $306. The stake represents ﹤0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in UPXI as recently as Q3 2025.

Valley National Advisers first reported a position in UPXI in Q3 2025 and has held it in 2 quarters since. The position peaked at $5K in Q3 2025. 48 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Valley National Advisers held 390 shares of Upexi worth $306 as of Q2 2026.
  • Upexi was a new Valley National Advisers position in Q2 2026.
  • Upexi made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #990 holding.
  • Valley National Advisers first reported a position in Upexi in Q3 2025 and has held it in 2 quarters since.
  • Valley National Advisers's Upexi position peaked at $5K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.