Creative Planning
UPWK icon

Creative Planning’s Upwork UPWK Stock Holding History

Creative Planning’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
Q1 		$483K Sell
44,094
-7,605
-15% -$120K ﹤0.01% 3056
2025
Q4 		$1.02M Buy
51,699
+15,664
+43% +$287K ﹤0.01% 2260
2025
Q3 		$669K Buy
36,035
+6,796
+23% +$101K ﹤0.01% 2468
2025
Q2 		$393K Buy
29,239
+4,230
+17% +$60.7K ﹤0.01% 2672
2025
Q1 		$326K Sell
25,009
-3,650
-13% -$55.6K ﹤0.01% 2674
2024
Q4 		$469K Buy
28,659
+8,804
+44% +$127K ﹤0.01% 2289
2024
Q3 		$207K Buy
+19,855
New +$207K ﹤0.01% 2805
2023
Q4 		– Sell
-25
Closed -$284 – 3087
2023
Q3 		$284 Buy
+25
New +$310 ﹤0.01% 2863

Other funds holding UPWK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return