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Balboa Wealth Partners’s Upwork UPWK Stock Holding History

Balboa 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 		$140K Sell
16,719
-20
-0.1% -$189 0.02% 451
2026
Q1 		$183K Buy
+16,739
New +$264K 0.03% 402

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

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

Balboa Wealth Partners reduced its Upwork (UPWK) stake by 0.12% in Q2 2026, selling an estimated $189 and leaving 16,719 shares worth $140K. The position accounts for 0.02% of the portfolio, ranked #451.

Balboa Wealth Partners first reported a position in UPWK in Q1 2026 and has held it in 2 quarters since. The position peaked at $183K in Q1 2026. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Balboa Wealth Partners held 16,719 shares of Upwork worth $140K as of Q2 2026.
  • Balboa Wealth Partners sold 20 Upwork shares in Q2 2026, an estimated $189.
  • Upwork made up 0.02% of Balboa Wealth Partners's portfolio in Q2 2026, its #451 holding.
  • Balboa Wealth Partners first reported a position in Upwork in Q1 2026 and has held it in 2 quarters since.
  • Balboa Wealth Partners's Upwork position peaked at $183K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.