Private Wealth Management Group’s Upwork UPWK Stock Holding History

Private Wealth Management Group’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	$1.25K	Hold	149	–	–	﹤0.01%	1260
2026 Q1	$1.63K	Sell	149 -9	-6%	-$142	﹤0.01%	1146
2025 Q4	$3.13K	Hold	158	–	–	﹤0.01%	935
2025 Q3	$2.94K	Hold	158	–	–	﹤0.01%	987
2025 Q2	$2.12K	Hold	158	–	–	﹤0.01%	1066
2025 Q1	$2.06K	Hold	158	–	–	﹤0.01%	1043
2024 Q4	$2.58K	Hold	158	–	–	﹤0.01%	995
2024 Q3	$1.65K	Hold	158	–	–	﹤0.01%	1140
2024 Q2	$1.7K	Hold	158	–	–	﹤0.01%	1107
2024 Q1	$1.94K	Hold	158	–	–	﹤0.01%	982
2023 Q4	$2.35K	Buy	+158	New	+$2.04K	﹤0.01%	910

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's UPWK Position: Q2 2026 in Review

Private Wealth Management Group held its Upwork (UPWK) position steady in Q2 2026 at 149 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Private Wealth Management Group first reported a position in UPWK in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.13K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Private Wealth Management Group held 149 shares of Upwork worth $1.25K as of Q2 2026.
Private Wealth Management Group left its Upwork share count unchanged in Q2 2026.
Upwork made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1260 holding.
Private Wealth Management Group first reported a position in Upwork in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Upwork position peaked at $3.13K in Q4 2025.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.