Albion Financial Group’s Upwork UPWK Stock Holding History

Albion Financial Group’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 Q2	–	Sell	-500	Closed	-$6.53K	–	617
2025 Q1	$6.53K	Hold	500	–	–	﹤0.01%	395
2024 Q4	$8.18K	Buy	+500	New	+$7.2K	﹤0.01%	421

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Albion Financial Group's UPWK Position: Q2 2025 in Review

Albion Financial Group sold out of Upwork (UPWK) in Q2 2025, closing a stake of 500 shares — an estimated $6.53K sold.

Albion Financial Group first reported a position in UPWK in Q4 2024 and held it in 2 quarters. The position peaked at $8.18K in Q4 2024. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

Albion Financial Group reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
Albion Financial Group sold 500 Upwork shares in Q2 2025, an estimated $6.53K.
Albion Financial Group first reported a position in Upwork in Q4 2024 and held it in 2 quarters.
Albion Financial Group's Upwork position peaked at $8.18K in Q4 2024.
268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on Albion Financial Group's 13F filing for Q2 2025, filed 17 Jul 2025.