Focus Partners Wealth
UPWK icon

Focus Partners Wealth’s Upwork UPWK Stock Holding History

Focus Partners 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 		$157K Sell
18,817
-4,334
-19% -$41K ﹤0.01% 2558
2026
Q1 		$254K Sell
23,151
-2,880
-11% -$45.3K ﹤0.01% 2284
2025
Q4 		$516K Buy
26,031
+3,931
+18% +$72.1K ﹤0.01% 1939
2025
Q3 		$410K Buy
22,100
+16
+0.1% +$238 ﹤0.01% 1689
2025
Q2 		$297K Sell
22,084
-1
-0% -$14 ﹤0.01% 1687
2025
Q1 		$288K Sell
22,085
-961
-4% -$14.6K ﹤0.01% 1596
2024
Q4 		$377K Buy
+23,046
New +$332K ﹤0.01% 1450
2024
Q3 		– Sell
-10,724
Closed -$123K – 1716
2024
Q2 		$123K Hold
10,724
– – ﹤0.01% 1184
2024
Q1 		$128K Buy
+10,724
New +$146K ﹤0.01% 955

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

Focus Partners Wealth's UPWK Position: Q2 2026 in Review

Focus Partners Wealth reduced its Upwork (UPWK) stake by 19% in Q2 2026, selling an estimated $41K and leaving 18,817 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

Focus Partners Wealth first reported a position in UPWK in Q1 2024 and has held it in 9 quarters since. The position peaked at $516K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Focus Partners Wealth held 18,817 shares of Upwork worth $157K as of Q2 2026.
  • Focus Partners Wealth sold 4,334 Upwork shares in Q2 2026, an estimated $41K.
  • Upwork made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2558 holding.
  • Focus Partners Wealth first reported a position in Upwork in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Upwork position peaked at $516K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

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