AWL
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AFFINITY WEALTH LLC’s Upwork UPWK Stock Holding History

AFFINITY WEALTH LLC’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
2025
Q2 		– Sell
-50
Closed -$652 – 77
2025
Q1 		$652 Buy
+50
New +$762 ﹤0.01% 43

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AFFINITY WEALTH LLC's UPWK Position: Q2 2025 in Review

AFFINITY WEALTH LLC sold out of Upwork (UPWK) in Q2 2025, closing a stake of 50 shares — an estimated $652 sold.

AFFINITY WEALTH LLC first reported a position in UPWK in Q1 2025 and held it in 1 quarter. The position peaked at $652 in Q1 2025. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

  • AFFINITY WEALTH LLC reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
  • AFFINITY WEALTH LLC sold 50 Upwork shares in Q2 2025, an estimated $652.
  • AFFINITY WEALTH LLC first reported a position in Upwork in Q1 2025 and held it in 1 quarter.
  • AFFINITY WEALTH LLC's Upwork position peaked at $652 in Q1 2025.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on AFFINITY WEALTH LLC's 13F filing for Q2 2025, filed 26 Aug 2026.