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Larson Financial Group’s Upwork UPWK Stock Holding History

Larson Financial Group’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 		$5.19K Buy
621
+421
+211% +$3.98K ﹤0.01% 2758
2026
Q1 		$2.19K Hold
200
– – ﹤0.01% 2932
2025
Q4 		$3.96K Hold
200
– – ﹤0.01% 2551
2025
Q3 		$3.71K Sell
200
-19
-9% -$283 ﹤0.01% 2467
2025
Q2 		$2.94K Buy
219
+195
+813% +$2.8K ﹤0.01% 2279
2025
Q1 		$313 Buy
+24
New +$366 ﹤0.01% 2685
2019
Q1 		– Sell
-5
Closed – – 544
2018
Q4 		$0 Buy
+5
New +$93 ﹤0.01% 515

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

Larson Financial Group's UPWK Position: Q2 2026 in Review

Larson Financial Group increased its Upwork (UPWK) stake by 211% in Q2 2026, buying an estimated $3.98K and bringing the position to 621 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2758.

Larson Financial Group first reported a position in UPWK in Q4 2018 and has held it in 7 quarters since. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Larson Financial Group held 621 shares of Upwork worth $5.19K as of Q2 2026.
  • Larson Financial Group bought 421 Upwork shares in Q2 2026, an estimated $3.98K.
  • Upwork made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2758 holding.
  • Larson Financial Group first reported a position in Upwork in Q4 2018 and has held it in 7 quarters since.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

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