AWM
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Accredited Wealth Management’s Upwork UPWK Stock Holding History

Accredited Wealth 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
2025
Q3 		$465 Buy
1,345
+1,320
+5,280% +$19.7K ﹤0.01% 363
2025
Q2 		$336 Hold
25
– – ﹤0.01% 361
2025
Q1 		$327 Hold
25
– – ﹤0.01% 347
2024
Q4 		$409 Buy
+25
New +$360 ﹤0.01% 343

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Accredited Wealth Management's UPWK Position: Q3 2025 in Review

Accredited Wealth Management increased its Upwork (UPWK) stake by 5,280% in Q3 2025, buying an estimated $19.7K and bringing the position to 1,345 shares worth $465. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Accredited Wealth Management first reported a position in UPWK in Q4 2024 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold UPWK as of Q3 2025.

  • Accredited Wealth Management held 1,345 shares of Upwork worth $465 as of Q3 2025.
  • Accredited Wealth Management bought 1,320 Upwork shares in Q3 2025, an estimated $19.7K.
  • Upwork made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #363 holding.
  • Accredited Wealth Management first reported a position in Upwork in Q4 2024 and has held it in 4 quarters since.
  • 276 funds tracked by Wall St. Rank held Upwork as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.