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Mirabella Financial Services’s Upwork UPWK Stock Holding History

Mirabella Financial Services’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 		$369K Sell
44,093
-6,395
-13% -$60.5K 0.04% 363
2026
Q1 		$553K Buy
50,488
+25,117
+99% +$395K 0.05% 240
2025
Q4 		$503K Buy
+25,371
New +$465K 0.05% 258

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Vanguard Portfolio Management
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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

Mirabella Financial Services's UPWK Position: Q2 2026 in Review

Mirabella Financial Services reduced its Upwork (UPWK) stake by 13% in Q2 2026, selling an estimated $60.5K and leaving 44,093 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #363.

Mirabella Financial Services first reported a position in UPWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $553K in Q1 2026. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Mirabella Financial Services held 44,093 shares of Upwork worth $369K as of Q2 2026.
  • Mirabella Financial Services sold 6,395 Upwork shares in Q2 2026, an estimated $60.5K.
  • Upwork made up 0.04% of Mirabella Financial Services's portfolio in Q2 2026, its #363 holding.
  • Mirabella Financial Services first reported a position in Upwork in Q4 2025 and has held it in 3 quarters since.
  • Mirabella Financial Services's Upwork position peaked at $553K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.