Jones Financial Companies
UPWK icon

Jones Financial Companies’s Upwork UPWK Stock Holding History

Jones Financial Companies’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 		$18.5K Sell
2,224
-953
-30% -$9.02K ﹤0.01% 3536
2026
Q1 		$34.5K Buy
3,177
+2,437
+329% +$38.4K ﹤0.01% 3083
2025
Q4 		$14.7K Buy
740
+40
+6% +$734 ﹤0.01% 3062
2025
Q3 		$13.4K Sell
700
-300
-30% -$4.47K ﹤0.01% 2972
2025
Q2 		$13.6K Sell
1,000
-4,278
-81% -$61.4K ﹤0.01% 2753
2025
Q1 		$69.7K Buy
5,278
+3,978
+306% +$60.6K ﹤0.01% 1926
2024
Q4 		$21.3K Sell
1,300
-1,326
-50% -$19.1K ﹤0.01% 2232
2024
Q3 		$27.7K Buy
2,626
+85
+3% +$887 ﹤0.01% 1845
2024
Q2 		$27.3K Sell
2,541
-881
-26% -$9.99K ﹤0.01% 1455
2024
Q1 		$42K Buy
3,422
+2,650
+343% +$36.1K ﹤0.01% 763
2023
Q4 		$11.5K Buy
+772
New +$9.96K ﹤0.01% 665

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

Jones Financial Companies's UPWK Position: Q2 2026 in Review

Jones Financial Companies reduced its Upwork (UPWK) stake by 30% in Q2 2026, selling an estimated $9.02K and leaving 2,224 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3536.

Jones Financial Companies first reported a position in UPWK in Q4 2023 and has held it in 11 quarters since. The position peaked at $69.7K in Q1 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Jones Financial Companies held 2,224 shares of Upwork worth $18.5K as of Q2 2026.
  • Jones Financial Companies sold 953 Upwork shares in Q2 2026, an estimated $9.02K.
  • Upwork made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3536 holding.
  • Jones Financial Companies first reported a position in Upwork in Q4 2023 and has held it in 11 quarters since.
  • Jones Financial Companies's Upwork position peaked at $69.7K in Q1 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.