Allworth Financial’s Upwork UPWK Stock Holding History

Allworth Financial’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 Q1	$5.22K	Sell	476 -158	-25%	-$2.49K	﹤0.01%	3937
2025 Q4	$12.6K	Buy	634 +263	+71%	+$4.82K	﹤0.01%	3110
2025 Q3	$6.89K	Buy	371 +286	+336%	+$4.26K	﹤0.01%	3357
2025 Q2	$1.14K	Sell	85 -47	-36%	-$675	﹤0.01%	3922
2025 Q1	$1.79K	Buy	132 +48	+57%	+$731	﹤0.01%	3255
2024 Q4	$1.35K	Hold	84	–	–	﹤0.01%	3299
2024 Q3	$878	Buy	84 +21	+33%	+$219	﹤0.01%	3270
2024 Q2	$721	Sell	63 -18	-22%	-$204	﹤0.01%	3271
2024 Q1	$994	Buy	81 +18	+29%	+$245	﹤0.01%	3085
2023 Q4	$937	Sell	63 -10	-14%	-$129	﹤0.01%	2967
2023 Q3	$830	Buy	73 +10	+16%	+$124	﹤0.01%	2907
2023 Q2	$589	Buy	+63	New	+$571	﹤0.01%	2860
2022 Q4	–	Sell	-13	Closed	–	–	3208
2022 Q3	$0	Buy	13 +7	+117%	+$132	﹤0.01%	3129
2022 Q2	$0	Buy	+6	New	+$118	﹤0.01%	2834
2022 Q1	–	Sell	-4	Closed	–	–	2396
2021 Q4	$0	Hold	4	–	–	﹤0.01%	2130
2021 Q3	$0	Buy	+4	New	+$195	﹤0.01%	1984

Other funds holding UPWK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital International Investors

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return