EWA
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EverSource Wealth Advisors’s Upwork UPWK Stock Holding History

EverSource Wealth 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 		$93.6K Buy
11,199
+2,240
+25% +$21.2K ﹤0.01% 1421
2026
Q1 		$98.2K Buy
8,959
+956
+12% +$15.1K ﹤0.01% 1434
2025
Q4 		$159K Buy
8,003
+1,771
+28% +$32.5K 0.01% 1070
2025
Q3 		$116K Buy
6,232
+2,729
+78% +$40.6K ﹤0.01% 1202
2025
Q2 		$47.1K Buy
3,503
+3,485
+19,361% +$50K ﹤0.01% 1658
2025
Q1 		$235 Buy
18
+15
+500% +$229 ﹤0.01% 3671
2024
Q4 		$49 Buy
+3
New +$43 ﹤0.01% 3641
2024
Q3 		– Sell
-66
Closed -$800 – 3130
2024
Q2 		$800 Buy
+66
New +$749 ﹤0.01% 2783

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

EverSource Wealth Advisors's UPWK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Upwork (UPWK) stake by 25% in Q2 2026, buying an estimated $21.2K and bringing the position to 11,199 shares worth $93.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

EverSource Wealth Advisors first reported a position in UPWK in Q2 2024 and has held it in 8 quarters since. The position peaked at $159K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • EverSource Wealth Advisors held 11,199 shares of Upwork worth $93.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 2,240 Upwork shares in Q2 2026, an estimated $21.2K.
  • Upwork made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1421 holding.
  • EverSource Wealth Advisors first reported a position in Upwork in Q2 2024 and has held it in 8 quarters since.
  • EverSource Wealth Advisors's Upwork position peaked at $159K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.