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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
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

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

True Wealth Design's UPWK Position: Q2 2026 in Review

True Wealth Design increased its Upwork (UPWK) stake by 554% in Q2 2026, buying an estimated $7.13K and bringing the position to 889 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

True Wealth Design first reported a position in UPWK in Q3 2024 and has held it in 8 quarters since. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • True Wealth Design held 889 shares of Upwork worth $7.43K as of Q2 2026.
  • True Wealth Design bought 753 Upwork shares in Q2 2026, an estimated $7.13K.
  • Upwork made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1175 holding.
  • True Wealth Design first reported a position in Upwork in Q3 2024 and has held it in 8 quarters since.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.