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Maridea Wealth Management’s Upwork UPWK Stock Holding History

Maridea Wealth Management’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 		$121K Buy
14,460
+2,839
+24% +$26.9K 0.01% 543
2026
Q1 		$127K Buy
11,621
+1,152
+11% +$18.1K 0.02% 451
2025
Q4 		$207K Buy
+10,469
New +$192K 0.03% 389

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

Maridea Wealth Management's UPWK Position: Q2 2026 in Review

Maridea Wealth Management increased its Upwork (UPWK) stake by 24% in Q2 2026, buying an estimated $26.9K and bringing the position to 14,460 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #543.

Maridea Wealth Management first reported a position in UPWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $207K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Maridea Wealth Management held 14,460 shares of Upwork worth $121K as of Q2 2026.
  • Maridea Wealth Management bought 2,839 Upwork shares in Q2 2026, an estimated $26.9K.
  • Upwork made up 0.01% of Maridea Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Maridea Wealth Management first reported a position in Upwork in Q4 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's Upwork position peaked at $207K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.