IWC
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Integrated Wealth Concepts’s Upwork UPWK Stock Holding History

Integrated Wealth Concepts’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 		$91K Buy
+10,880
New +$103K ﹤0.01% 2893

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

Integrated Wealth Concepts's UPWK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Upwork (UPWK) in Q2 2026: 10,880 shares worth $91K. The stake represents ﹤0.01% of the portfolio and ranks #2893 among its holdings.

297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Integrated Wealth Concepts held 10,880 shares of Upwork worth $91K as of Q2 2026.
  • Upwork was a new Integrated Wealth Concepts position in Q2 2026.
  • Upwork made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2893 holding.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

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