AWM
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Abound Wealth Management’s Upwork UPWK Stock Holding History

Abound Wealth Management’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 		$59 Hold
7
– – ﹤0.01% 1338
2026
Q1 		$77 Hold
7
– – ﹤0.01% 1453
2025
Q4 		$139 Buy
+7
New +$128 ﹤0.01% 1317

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

Abound Wealth Management's UPWK Position: Q2 2026 in Review

Abound Wealth Management held its Upwork (UPWK) position steady in Q2 2026 at 7 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Abound Wealth Management first reported a position in UPWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $139 in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Abound Wealth Management held 7 shares of Upwork worth $59 as of Q2 2026.
  • Abound Wealth Management left its Upwork share count unchanged in Q2 2026.
  • Upwork made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1338 holding.
  • Abound Wealth Management first reported a position in Upwork in Q4 2025 and has held it in 3 quarters since.
  • Abound Wealth Management's Upwork position peaked at $139 in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.