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Pinnacle Wealth Planning Services’s Upwork UPWK Stock Holding History

Pinnacle Wealth Planning 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 		$22K Sell
2,627
-206
-7% -$1.95K ﹤0.01% 1734
2026
Q1 		$31.1K Buy
2,833
+374
+15% +$5.89K ﹤0.01% 1466
2025
Q4 		$48.7K Buy
+2,459
New +$45.1K 0.01% 1213

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

Pinnacle Wealth Planning Services's UPWK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Upwork (UPWK) stake by 7.3% in Q2 2026, selling an estimated $1.95K and leaving 2,627 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Pinnacle Wealth Planning Services first reported a position in UPWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $48.7K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,627 shares of Upwork worth $22K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 206 Upwork shares in Q2 2026, an estimated $1.95K.
  • Upwork made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1734 holding.
  • Pinnacle Wealth Planning Services first reported a position in Upwork in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Upwork position peaked at $48.7K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.