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 Q3	$248K	Sell	28,887 -2,345	-8%	-$20.7K	﹤0.01%	3542
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

Bailard Foster City, California $4.94B AUM 25.15% 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

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 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

Wealth Enhancement Advisory Services's UPWK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Upwork (UPWK) stake by 7.5% in Q3 2026, selling an estimated $20.7K and leaving 28,887 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #3542.

Wealth Enhancement Advisory Services first reported a position in UPWK in Q3 2023 and has held it in 7 quarters since. The position peaked at $296K in Q4 2025. 14 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

Wealth Enhancement Advisory Services held 28,887 shares of Upwork worth $248K as of Q3 2026.
Wealth Enhancement Advisory Services sold 2,345 Upwork shares in Q3 2026, an estimated $20.7K.
Upwork made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3542 holding.
Wealth Enhancement Advisory Services first reported a position in Upwork in Q3 2023 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's Upwork position peaked at $296K in Q4 2025.
14 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.