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Summit Securities Group’s Upwork UPWK Stock Holding History

Summit Securities 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 		– Sell
-1,458
Closed -$16K – 1387
2026
Q1 		$16K Buy
1,458
+557
+62% +$8.77K ﹤0.01% 561
2025
Q4 		$17.9K Buy
+901
New +$16.5K ﹤0.01% 816
2025
Q2 		– Sell
-274
Closed -$3.58K – 1446
2025
Q1 		$3.58K Buy
+274
New +$4.17K ﹤0.01% 632

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

Summit Securities Group's UPWK Position: Q2 2026 in Review

Summit Securities Group sold out of Upwork (UPWK) in Q2 2026, closing a stake of 1,458 shares — an estimated $16K sold.

Summit Securities Group first reported a position in UPWK in Q1 2025 and held it in 3 quarters. The position peaked at $17.9K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Summit Securities Group reported no remaining Upwork position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,458 Upwork shares in Q2 2026, an estimated $16K.
  • Summit Securities Group first reported a position in Upwork in Q1 2025 and held it in 3 quarters.
  • Summit Securities Group's Upwork position peaked at $17.9K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.