Evolve Private Wealth’s Upwork UPWK Stock Holding History

Evolve Private Wealth’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	–	Sell	-18,638	Closed	-$204K	–	1222
2026 Q1	$204K	Buy	18,638 +322	+2%	+$5.07K	0.01%	929
2025 Q4	$363K	Buy	+18,316	New	+$336K	0.02%	656

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evolve Private Wealth's UPWK Position: Q2 2026 in Review

Evolve Private Wealth sold out of Upwork (UPWK) in Q2 2026, closing a stake of 18,638 shares — an estimated $204K sold.

Evolve Private Wealth first reported a position in UPWK in Q4 2025 and held it in 2 quarters. The position peaked at $363K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Evolve Private Wealth reported no remaining Upwork position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 18,638 Upwork shares in Q2 2026, an estimated $204K.
Evolve Private Wealth first reported a position in Upwork in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's Upwork position peaked at $363K in Q4 2025.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.