CCWM
UPWK icon

Cassaday & Co Wealth Management’s Upwork UPWK Stock Holding History

Cassaday & Co 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 		$836 Hold
100
– – ﹤0.01% 1090
2026
Q1 		$1.1K Buy
+100
New +$1.57K ﹤0.01% 1120

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

Cassaday & Co Wealth Management's UPWK Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Upwork (UPWK) position steady in Q2 2026 at 100 shares worth $836. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Cassaday & Co Wealth Management first reported a position in UPWK in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.1K in Q1 2026. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Cassaday & Co Wealth Management held 100 shares of Upwork worth $836 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Upwork share count unchanged in Q2 2026.
  • Upwork made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1090 holding.
  • Cassaday & Co Wealth Management first reported a position in Upwork in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Upwork position peaked at $1.1K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.