LHEI
UPWK icon

Leo H. Evart Inc’s Upwork UPWK Stock Holding History

Leo H. Evart Inc’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 		$68.3K Sell
8,164
-10
-0.1% -$95 0.05% 99
2026
Q1 		$89.6K Buy
+8,174
New +$129K 0.08% 82
2022
Q1 		– Sell
-8,193
Closed -$280K – 45
2021
Q4 		$280K Buy
+8,193
New +$362K 0.27% 35

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

Leo H. Evart Inc's UPWK Position: Q2 2026 in Review

Leo H. Evart Inc reduced its Upwork (UPWK) stake by 0.12% in Q2 2026, selling an estimated $95 and leaving 8,164 shares worth $68.3K. The position accounts for 0.05% of the portfolio, ranked #99.

Leo H. Evart Inc first reported a position in UPWK in Q4 2021 and has held it in 3 quarters since. The position peaked at $280K in Q4 2021. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Leo H. Evart Inc held 8,164 shares of Upwork worth $68.3K as of Q2 2026.
  • Leo H. Evart Inc sold 10 Upwork shares in Q2 2026, an estimated $95.
  • Upwork made up 0.05% of Leo H. Evart Inc's portfolio in Q2 2026, its #99 holding.
  • Leo H. Evart Inc first reported a position in Upwork in Q4 2021 and has held it in 3 quarters since.
  • Leo H. Evart Inc's Upwork position peaked at $280K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.