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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
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

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

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

Mindset Wealth Management increased its Upwork (UPWK) stake by 13% in Q2 2026, buying an estimated $16.6K and bringing the position to 15,356 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #187.

Mindset Wealth Management first reported a position in UPWK in Q1 2025 and has held it in 5 quarters since. The position peaked at $276K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Mindset Wealth Management held 15,356 shares of Upwork worth $128K as of Q2 2026.
  • Mindset Wealth Management bought 1,752 Upwork shares in Q2 2026, an estimated $16.6K.
  • Upwork made up 0.02% of Mindset Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Mindset Wealth Management first reported a position in Upwork in Q1 2025 and has held it in 5 quarters since.
  • Mindset Wealth Management's Upwork position peaked at $276K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.