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Asset Dedication LLC’s Upwork UPWK Stock Holding History

Asset Dedication LLC’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
-17
Closed -$222 – 1232
2025
Q1 		$222 Buy
+17
New +$259 ﹤0.01% 1095

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BlackRock
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LSV Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Asset Dedication LLC's UPWK Position: Q2 2025 in Review

Asset Dedication LLC sold out of Upwork (UPWK) in Q2 2025, closing a stake of 17 shares — an estimated $222 sold.

Asset Dedication LLC first reported a position in UPWK in Q1 2025 and held it in 1 quarter. The position peaked at $222 in Q1 2025. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

  • Asset Dedication LLC reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 17 Upwork shares in Q2 2025, an estimated $222.
  • Asset Dedication LLC first reported a position in Upwork in Q1 2025 and held it in 1 quarter.
  • Asset Dedication LLC's Upwork position peaked at $222 in Q1 2025.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on Asset Dedication LLC's 13F filing for Q2 2025, filed 19 Aug 2025.