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Bell Investment Advisors’s Upwork UPWK Stock Holding History

Bell Investment Advisors’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 		$9.87K Sell
1,180
-84
-7% -$795 ﹤0.01% 712
2026
Q1 		$13.9K Hold
1,264
– – ﹤0.01% 566
2025
Q4 		$25.1K Hold
1,264
– – ﹤0.01% 385
2025
Q3 		$23.5K Sell
1,264
-66
-5% -$983 ﹤0.01% 372
2025
Q2 		$17.9K Buy
1,330
+47
+4% +$675 ﹤0.01% 458
2025
Q1 		$16.7K Buy
1,283
+32
+3% +$487 ﹤0.01% 438
2024
Q4 		$20.5K Buy
1,251
+29
+2% +$418 ﹤0.01% 381
2024
Q3 		$12.8K Hold
1,222
– – ﹤0.01% 534
2024
Q2 		$13.1K Sell
1,222
-45
-4% -$511 ﹤0.01% 511
2024
Q1 		$15.5K Sell
1,267
-43
-3% -$585 ﹤0.01% 438
2023
Q4 		$19.5K Buy
1,310
+45
+4% +$580 ﹤0.01% 361
2023
Q3 		$14.4K Buy
1,265
+43
+4% +$534 ﹤0.01% 390
2023
Q2 		$11.4K Sell
1,222
-94
-7% -$852 ﹤0.01% 467
2023
Q1 		$14.9K Buy
1,316
+11
+0.8% +$131 ﹤0.01% 375
2022
Q4 		$13.6K Buy
1,305
+169
+15% +$2.08K ﹤0.01% 386
2022
Q3 		$15K Buy
1,136
+1,108
+3,957% +$20.8K ﹤0.01% 317
2022
Q2 		$1K Buy
+28
New +$550 ﹤0.01% 1640
2021
Q4 		$0 Sell
14
-15
-52% -$663 ﹤0.01% 1948
2021
Q3 		$1K Buy
+29
New +$1.41K ﹤0.01% 1596

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

Bell Investment Advisors's UPWK Position: Q2 2026 in Review

Bell Investment Advisors reduced its Upwork (UPWK) stake by 6.6% in Q2 2026, selling an estimated $795 and leaving 1,180 shares worth $9.87K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Bell Investment Advisors first reported a position in UPWK in Q3 2021 and has held it in 19 quarters since. The position peaked at $25.1K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Bell Investment Advisors held 1,180 shares of Upwork worth $9.87K as of Q2 2026.
  • Bell Investment Advisors sold 84 Upwork shares in Q2 2026, an estimated $795.
  • Upwork made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #712 holding.
  • Bell Investment Advisors first reported a position in Upwork in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Upwork position peaked at $25.1K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.