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Aviance Capital Partners’s Upwork UPWK Stock Holding History

Aviance Capital 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 		$1.37M Buy
163,321
+93,589
+134% +$886K 0.14% 133
2026
Q1 		$764K Buy
69,732
+23,238
+50% +$366K 0.09% 188
2025
Q4 		$922K Buy
46,494
+81
+0.2% +$1.49K 0.11% 169
2025
Q3 		$862K Buy
46,413
+340
+0.7% +$5.06K 0.1% 174
2025
Q2 		$619K Buy
+46,073
New +$661K 0.08% 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

Aviance Capital Partners's UPWK Position: Q2 2026 in Review

Aviance Capital Partners increased its Upwork (UPWK) stake by 134% in Q2 2026, buying an estimated $886K and bringing the position to 163,321 shares worth $1.37M. The position accounts for 0.14% of the portfolio, ranked #133.

Aviance Capital Partners first reported a position in UPWK in Q2 2025 and has held it in 5 quarters since. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Aviance Capital Partners held 163,321 shares of Upwork worth $1.37M as of Q2 2026.
  • Aviance Capital Partners bought 93,589 Upwork shares in Q2 2026, an estimated $886K.
  • Upwork made up 0.14% of Aviance Capital Partners's portfolio in Q2 2026, its #133 holding.
  • Aviance Capital Partners first reported a position in Upwork in Q2 2025 and has held it in 5 quarters since.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.