Wells Fargo’s Upexi UPXI Stock Holding History

Wells Fargo’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
2025 Q1	–	Sell	-30	Closed	-$105	–	7279
2024 Q4	$105	Buy	+30	New	+$139	﹤0.01%	6409
2024 Q2	–	Sell	-5	Closed	-$56	–	7482
2024 Q1	$56	Hold	5	–	–	﹤0.01%	6798
2023 Q4	$111	Buy	5 +1	+25%	+$23	﹤0.01%	6740
2023 Q3	$140	Buy	4 +1	+33%	+$38	﹤0.01%	6674
2023 Q2	$140	Hold	3	–	–	﹤0.01%	6796
2023 Q1	$243	Hold	3	–	–	﹤0.01%	6725
2022 Q4	$165	Hold	3	–	–	﹤0.01%	6679
2022 Q3	$0	Buy	3 +2	+200%	+$182	﹤0.01%	7411
2022 Q2	$0	Hold	1	–	–	﹤0.01%	7533
2022 Q1	$0	Hold	1	–	–	﹤0.01%	7856
2021 Q4	$0	Hold	1	–	–	﹤0.01%	7843
2021 Q3	$0	Buy	+1	New	+$105	﹤0.01%	7553

Other funds holding UPXI

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo's UPXI Position: Q1 2025 in Review

Wells Fargo sold out of Upexi (UPXI) in Q1 2025, closing a stake of 30 shares — an estimated $105 sold.

Wells Fargo first reported a position in UPXI in Q3 2021 and held it in 12 quarters. The position peaked at $243 in Q1 2023. 6 funds tracked by Wall St. Rank hold UPXI as of Q1 2025.

Wells Fargo reported no remaining Upexi position as of Q1 2025 after selling out during the quarter.
Wells Fargo sold 30 Upexi shares in Q1 2025, an estimated $105.
Wells Fargo first reported a position in Upexi in Q3 2021 and held it in 12 quarters.
Wells Fargo's Upexi position peaked at $243 in Q1 2023.
6 funds tracked by Wall St. Rank held Upexi as of Q1 2025.

Based on Wells Fargo's 13F filing for Q1 2025, filed 13 May 2025.