MWA
UPWK icon

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
Q2 		$828 Hold
99
– – ﹤0.01% 1018
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 $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

Medallion Wealth Advisors's UPWK Position: Q2 2026 in Review

Medallion Wealth Advisors held its Upwork (UPWK) position steady in Q2 2026 at 99 shares worth $828. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Medallion Wealth Advisors first reported a position in UPWK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.96K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Medallion Wealth Advisors held 99 shares of Upwork worth $828 as of Q2 2026.
  • Medallion Wealth Advisors left its Upwork share count unchanged in Q2 2026.
  • Upwork made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1018 holding.
  • Medallion Wealth Advisors first reported a position in Upwork in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Upwork position peaked at $1.96K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.