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Clearstead Advisors’s Upwork UPWK Stock Holding History

Clearstead 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 		$34 Buy
+4
New +$38 ﹤0.01% 3534
2026
Q1 		– Sell
-4,590
Closed -$91K – 2826
2025
Q4 		$91K Buy
4,590
+3,184
+226% +$58.4K ﹤0.01% 1156
2025
Q3 		$26.1K Buy
1,406
+1,278
+998% +$19K ﹤0.01% 1521
2025
Q2 		$1.72K Sell
128
-326
-72% -$4.68K ﹤0.01% 2355
2025
Q1 		$5.92K Buy
+454
New +$6.92K ﹤0.01% 1715
2024
Q3 		– Sell
-704
Closed -$7.57K – 2113
2024
Q2 		$7.57K Hold
704
– – ﹤0.01% 1602
2024
Q1 		$8.5K Buy
704
+383
+119% +$5.21K ﹤0.01% 1087
2023
Q4 		$4.77K Buy
321
+239
+291% +$3.08K ﹤0.01% 1167
2023
Q3 		$932 Hold
82
– – ﹤0.01% 1368
2023
Q2 		$766 Hold
82
– – ﹤0.01% 1274
2023
Q1 		$929 Sell
82
-268
-77% -$3.19K ﹤0.01% 1252
2022
Q4 		$3.65K Hold
350
– – ﹤0.01% 1017
2022
Q3 		$5K Hold
350
– – ﹤0.01% 982
2022
Q2 		$7K Hold
350
– – ﹤0.01% 970
2022
Q1 		$8K Hold
350
– – ﹤0.01% 1023
2021
Q4 		$12K Hold
350
– – ﹤0.01% 915
2021
Q3 		$16K Sell
350
-150
-30% -$7.31K ﹤0.01% 874
2021
Q2 		$29K Hold
500
– – ﹤0.01% 645
2021
Q1 		$22K Hold
500
– – ﹤0.01% 665
2020
Q4 		$17K Hold
500
– – ﹤0.01% 655
2020
Q3 		$9K Buy
500
+150
+43% +$2.25K ﹤0.01% 683
2020
Q2 		$5K Hold
350
– – ﹤0.01% 678
2020
Q1 		$2K Buy
+350
New +$3K ﹤0.01% 737

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

Clearstead Advisors's UPWK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Upwork (UPWK) in Q2 2026: 4 shares worth $34. The stake represents ﹤0.01% of the portfolio and ranks #3534 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in UPWK as recently as Q4 2025.

Clearstead Advisors first reported a position in UPWK in Q1 2020 and has held it in 23 quarters since. The position peaked at $91K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Clearstead Advisors held 4 shares of Upwork worth $34 as of Q2 2026.
  • Upwork was a new Clearstead Advisors position in Q2 2026.
  • Upwork made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3534 holding.
  • Clearstead Advisors first reported a position in Upwork in Q1 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's Upwork position peaked at $91K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.