True Wealth Design’s Upwork UPWK Stock Holding History

True Wealth Design’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 Q3	$7.08K	Sell	867 -22	-2%	-$194	﹤0.01%	1208
2026 Q2	$7.43K	Buy	889 +753	+554%	+$7.13K	﹤0.01%	1175
2026 Q1	$1.49K	Sell	136 -81	-37%	-$1.27K	﹤0.01%	1661
2025 Q4	$4.3K	Buy	217 +120	+124%	+$2.2K	﹤0.01%	1148
2025 Q3	$1.8K	Sell	97 -71	-42%	-$1.06K	﹤0.01%	1504
2025 Q2	$2.26K	Buy	168 +10	+6%	+$144	﹤0.01%	1135
2025 Q1	$2.06K	Buy	158 +81	+105%	+$1.23K	﹤0.01%	1002
2024 Q4	$1.26K	Hold	77	–	–	﹤0.01%	864
2024 Q3	$805	Buy	+77	New	+$803	﹤0.01%	1015

Other funds holding UPWK

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

True Wealth Design's UPWK Position: Q3 2026 in Review

True Wealth Design reduced its Upwork (UPWK) stake by 2.5% in Q3 2026, selling an estimated $194 and leaving 867 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

True Wealth Design first reported a position in UPWK in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.43K in Q2 2026. 14 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

True Wealth Design held 867 shares of Upwork worth $7.08K as of Q3 2026.
True Wealth Design sold 22 Upwork shares in Q3 2026, an estimated $194.
Upwork made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1208 holding.
True Wealth Design first reported a position in Upwork in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Upwork position peaked at $7.43K in Q2 2026.
14 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.