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Cedar Mountain Advisors’s Upwork UPWK Stock Holding History

Cedar Mountain 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 		$619 Buy
+74
New +$700 ﹤0.01% 1017
2026
Q1 		– Sell
-23
Closed -$456 – 1211
2025
Q4 		$456 Buy
+23
New +$422 ﹤0.01% 614

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

Cedar Mountain Advisors's UPWK Position: Q2 2026 in Review

Cedar Mountain Advisors opened a new position in Upwork (UPWK) in Q2 2026: 74 shares worth $619. The stake represents ﹤0.01% of the portfolio and ranks #1017 among its holdings. This is a return to the name: Cedar Mountain Advisors previously reported a position in UPWK as recently as Q4 2025.

Cedar Mountain Advisors first reported a position in UPWK in Q4 2025 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Cedar Mountain Advisors held 74 shares of Upwork worth $619 as of Q2 2026.
  • Upwork was a new Cedar Mountain Advisors position in Q2 2026.
  • Upwork made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #1017 holding.
  • Cedar Mountain Advisors first reported a position in Upwork in Q4 2025 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.