Wealth Enhancement Advisory Services’s Upwork UPWK Stock Holding History

Wealth Enhancement Advisory Services’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	$275K	Buy	+31,232	New	+$296K	﹤0.01%	3274
2026 Q1	–	Sell	-14,597	Closed	-$296K	–	3872
2025 Q4	$296K	Buy	+14,597	New	+$268K	﹤0.01%	2933
2024 Q3	–	Sell	-11,513	Closed	-$124K	–	2917
2024 Q2	$124K	Sell	11,513 -2,997	-21%	-$34K	﹤0.01%	2377
2024 Q1	$178K	Buy	14,510 +1,556	+12%	+$21.2K	﹤0.01%	2219
2023 Q4	$193K	Sell	12,954 -5,543	-30%	-$71.5K	﹤0.01%	2096
2023 Q3	$210K	Buy	+18,497	New	+$230K	﹤0.01%	1975

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

Wealth Enhancement Advisory Services's UPWK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Upwork (UPWK) in Q2 2026: 31,232 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #3274 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in UPWK as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in UPWK in Q3 2023 and has held it in 6 quarters since. The position peaked at $296K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Wealth Enhancement Advisory Services held 31,232 shares of Upwork worth $275K as of Q2 2026.
Upwork was a new Wealth Enhancement Advisory Services position in Q2 2026.
Upwork made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3274 holding.
Wealth Enhancement Advisory Services first reported a position in Upwork in Q3 2023 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's Upwork position peaked at $296K in Q4 2025.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.