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Keating Financial Advisory Services’s Upwork UPWK Stock Holding History

Keating Financial Advisory Services’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 		$1.97K Buy
+235
New +$2.22K ﹤0.01% 1956
2026
Q1 		– Sell
-12
Closed -$238 – 2665
2025
Q4 		$238 Buy
+12
New +$220 ﹤0.01% 2052

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

Keating Financial Advisory Services's UPWK Position: Q2 2026 in Review

Keating Financial Advisory Services opened a new position in Upwork (UPWK) in Q2 2026: 235 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #1956 among its holdings. This is a return to the name: Keating Financial Advisory Services previously reported a position in UPWK as recently as Q4 2025.

Keating Financial Advisory Services first reported a position in UPWK in Q4 2025 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Keating Financial Advisory Services held 235 shares of Upwork worth $1.97K as of Q2 2026.
  • Upwork was a new Keating Financial Advisory Services position in Q2 2026.
  • Upwork made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1956 holding.
  • Keating Financial Advisory Services first reported a position in Upwork in Q4 2025 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.