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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
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 $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

Mindset Wealth Management's UPWK Position: Q1 2026 in Review

Mindset Wealth Management reduced its Upwork (UPWK) stake by 2.2% in Q1 2026, selling an estimated $4.79K and leaving 13,604 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #173.

Mindset Wealth Management first reported a position in UPWK in Q1 2025 and has held it in 4 quarters since. The position peaked at $276K in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Mindset Wealth Management held 13,604 shares of Upwork worth $149K as of Q1 2026.
  • Mindset Wealth Management sold 304 Upwork shares in Q1 2026, an estimated $4.79K.
  • Upwork made up 0.04% of Mindset Wealth Management's portfolio in Q1 2026, its #173 holding.
  • Mindset Wealth Management first reported a position in Upwork in Q1 2025 and has held it in 4 quarters since.
  • Mindset Wealth Management's Upwork position peaked at $276K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.