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Abacus Wealth Partners’s Upwork UPWK Stock Holding History

Abacus Wealth Partners’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
Q2 		$239K Buy
28,599
+2,390
+9% +$22.6K 0.03% 279
2026
Q1 		$287K Sell
26,209
-1,136
-4% -$17.9K 0.03% 374
2025
Q4 		$542K Buy
+27,345
New +$501K 0.05% 201

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abacus Wealth Partners's UPWK Position: Q2 2026 in Review

Abacus Wealth Partners increased its Upwork (UPWK) stake by 9.1% in Q2 2026, buying an estimated $22.6K and bringing the position to 28,599 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #279.

Abacus Wealth Partners first reported a position in UPWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $542K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Abacus Wealth Partners held 28,599 shares of Upwork worth $239K as of Q2 2026.
  • Abacus Wealth Partners bought 2,390 Upwork shares in Q2 2026, an estimated $22.6K.
  • Upwork made up 0.03% of Abacus Wealth Partners's portfolio in Q2 2026, its #279 holding.
  • Abacus Wealth Partners first reported a position in Upwork in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Upwork position peaked at $542K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.