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Superior Planning, LLC’s Upwork UPWK Stock Holding History

Superior Planning, LLC’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$57 Buy
+7
New +$62 ﹤0.01% 2109

Other funds holding UPWK

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Superior Planning, LLC's UPWK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Upwork (UPWK) in Q3 2026: 7 shares worth $57. The stake represents ﹤0.01% of the portfolio and ranks #2109 among its holdings.

180 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • Superior Planning, LLC held 7 shares of Upwork worth $57 as of Q3 2026.
  • Upwork was a new Superior Planning, LLC position in Q3 2026.
  • Upwork made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2109 holding.
  • 180 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.