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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Larson Financial Group's UPWK Position: Q1 2026 in Review

Larson Financial Group held its Upwork (UPWK) position steady in Q1 2026 at 200 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

Larson Financial Group first reported a position in UPWK in Q4 2018 and has held it in 6 quarters since. The position peaked at $3.96K in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Larson Financial Group held 200 shares of Upwork worth $2.19K as of Q1 2026.
  • Larson Financial Group left its Upwork share count unchanged in Q1 2026.
  • Upwork made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2932 holding.
  • Larson Financial Group first reported a position in Upwork in Q4 2018 and has held it in 6 quarters since.
  • Larson Financial Group's Upwork position peaked at $3.96K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.