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Mindset Wealth Management’s Upwork UPWK Stock Holding History

Mindset 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
Q3 		– Sell
-15,356
Closed -$128K – 212
2026
Q2 		$128K Buy
15,356
+1,752
+13% +$16.6K 0.02% 187
2026
Q1 		$149K Sell
13,604
-304
-2% -$4.79K 0.04% 173
2025
Q4 		$276K Buy
13,908
+3,092
+29% +$56.7K 0.07% 144
2025
Q3 		$201K Buy
+10,816
New +$161K 0.05% 168
2025
Q2 		– Sell
-11,327
Closed -$148K – 164
2025
Q1 		$148K Buy
+11,327
New +$173K 0.06% 141

Other funds holding UPWK

SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mindset Wealth Management's UPWK Position: Q3 2026 in Review

Mindset Wealth Management sold out of Upwork (UPWK) in Q3 2026, closing a stake of 15,356 shares — an estimated $128K sold.

Mindset Wealth Management first reported a position in UPWK in Q1 2025 and held it in 5 quarters. The position peaked at $276K in Q4 2025. 22 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • Mindset Wealth Management reported no remaining Upwork position as of Q3 2026 after selling out during the quarter.
  • Mindset Wealth Management sold 15,356 Upwork shares in Q3 2026, an estimated $128K.
  • Mindset Wealth Management first reported a position in Upwork in Q1 2025 and held it in 5 quarters.
  • Mindset Wealth Management's Upwork position peaked at $276K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.