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Sound Income Strategies’s Upwork UPWK Stock Holding History

Sound Income Strategies’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
-140
Closed -$1.83K – 1713
2025
Q1 		$1.83K Hold
140
– – ﹤0.01% 1253
2024
Q4 		$2.29K Hold
140
– – ﹤0.01% 1143
2024
Q3 		$1.46K Sell
140
-2,190
-94% -$22.8K ﹤0.01% 1189
2024
Q2 		$25K Buy
+2,330
New +$26.4K ﹤0.01% 580

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sound Income Strategies's UPWK Position: Q2 2025 in Review

Sound Income Strategies sold out of Upwork (UPWK) in Q2 2025, closing a stake of 140 shares — an estimated $1.83K sold.

Sound Income Strategies first reported a position in UPWK in Q2 2024 and held it in 4 quarters. The position peaked at $25K in Q2 2024. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

  • Sound Income Strategies reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 140 Upwork shares in Q2 2025, an estimated $1.83K.
  • Sound Income Strategies first reported a position in Upwork in Q2 2024 and held it in 4 quarters.
  • Sound Income Strategies's Upwork position peaked at $25K in Q2 2024.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.