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Medallion Wealth Advisors’s Upwork UPWK Stock Holding History

Medallion Wealth Advisors’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 		$1.08K Hold
99
– – ﹤0.01% 1058
2025
Q4 		$1.96K Hold
99
– – ﹤0.01% 995
2025
Q3 		$1.84K Hold
99
– – ﹤0.01% 993
2025
Q2 		$1.34K Hold
99
– – ﹤0.01% 1001
2025
Q1 		$1.3K Hold
99
– – ﹤0.01% 966
2024
Q4 		$1.62K Buy
+99
New +$1.43K ﹤0.01% 884

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

Medallion Wealth Advisors's UPWK Position: Q1 2026 in Review

Medallion Wealth Advisors held its Upwork (UPWK) position steady in Q1 2026 at 99 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Medallion Wealth Advisors first reported a position in UPWK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.96K in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Medallion Wealth Advisors held 99 shares of Upwork worth $1.08K as of Q1 2026.
  • Medallion Wealth Advisors left its Upwork share count unchanged in Q1 2026.
  • Upwork made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1058 holding.
  • Medallion Wealth Advisors first reported a position in Upwork in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Upwork position peaked at $1.96K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.