WealthPlan Investment Management’s Upwork UPWK Stock Holding History

WealthPlan Investment Management’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	$84.5K	Buy	+10,103	New	+$95.6K	﹤0.01%	474

Other funds holding UPWK

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

WealthPlan Investment Management's UPWK Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Upwork (UPWK) in Q2 2026: 10,103 shares worth $84.5K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings.

51 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

WealthPlan Investment Management held 10,103 shares of Upwork worth $84.5K as of Q2 2026.
Upwork was a new WealthPlan Investment Management position in Q2 2026.
Upwork made up ﹤0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #474 holding.
51 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.