Affinity Wealth’s Upwork UPWK Stock Holding History

Affinity Wealth’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
2025 Q2	–	Sell	-50	Closed	-$652	–	77
2025 Q1	$652	Buy	+50	New	+$762	﹤0.01%	43

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Affinity Wealth's UPWK Position: Q2 2025 in Review

Affinity Wealth sold out of Upwork (UPWK) in Q2 2025, closing a stake of 50 shares — an estimated $652 sold.

Affinity Wealth first reported a position in UPWK in Q1 2025 and held it in 1 quarter. The position peaked at $652 in Q1 2025. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

Affinity Wealth reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
Affinity Wealth sold 50 Upwork shares in Q2 2025, an estimated $652.
Affinity Wealth first reported a position in Upwork in Q1 2025 and held it in 1 quarter.
Affinity Wealth's Upwork position peaked at $652 in Q1 2025.
268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on Affinity Wealth's 13F filing for Q2 2025, filed 26 Aug 2026.