Carson Wealth (CWM LLC)
UPWK icon

Carson Wealth (CWM LLC)’s Upwork UPWK Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$87.4K Sell
7,975
-12,451
-61% -$196K ﹤0.01% 3386
2025
Q4 		$405K Buy
20,426
+12,804
+168% +$235K ﹤0.01% 2049
2025
Q3 		$142K Buy
7,622
+4,154
+120% +$61.9K ﹤0.01% 2716
2025
Q2 		$47K Sell
3,468
-1,853
-35% -$26.6K ﹤0.01% 3336
2025
Q1 		$69K Sell
5,321
-961
-15% -$14.6K ﹤0.01% 2716
2024
Q4 		$103K Buy
6,282
+386
+7% +$5.56K ﹤0.01% 2271
2024
Q3 		$62K Buy
5,896
+2,467
+72% +$25.7K ﹤0.01% 2540
2024
Q2 		$37K Buy
3,429
+824
+32% +$9.35K ﹤0.01% 2689
2024
Q1 		$32K Sell
2,605
-829
-24% -$11.3K ﹤0.01% 2610
2023
Q4 		$51K Sell
3,434
-889
-21% -$11.5K ﹤0.01% 2173
2023
Q3 		$49K Buy
4,323
+2,236
+107% +$27.8K ﹤0.01% 2082
2023
Q2 		$19K Buy
2,087
+1,945
+1,370% +$17.6K ﹤0.01% 2697
2023
Q1 		$2K Sell
142
-70
-33% -$833 ﹤0.01% 3706
2022
Q4 		$2K Buy
212
+162
+324% +$2K ﹤0.01% 3635
2022
Q3 		$1K Sell
50
-27
-35% -$508 ﹤0.01% 3783
2022
Q2 		$2K Sell
77
-99
-56% -$1.95K ﹤0.01% 3423
2022
Q1 		$4K Buy
176
+126
+252% +$3.15K ﹤0.01% 2972
2021
Q4 		$2K Buy
+50
New +$2.21K ﹤0.01% 3193
2021
Q2 		$3K Hold
50
– – ﹤0.01% 2570
2021
Q1 		$3K Hold
50
– – ﹤0.01% 2569
2020
Q4 		$3K Hold
50
– – ﹤0.01% 2569
2020
Q3 		$3K Hold
50
– – ﹤0.01% 2568
2020
Q2 		$3K Hold
50
– – ﹤0.01% 2567
2020
Q1 		$3K Hold
50
– – ﹤0.01% 2565
2019
Q4 		$3K Hold
50
– – ﹤0.01% 2564
2019
Q3 		$3K Hold
50
– – ﹤0.01% 2564
2019
Q2 		$3K Hold
50
– – ﹤0.01% 2564
2019
Q1 		$3K Buy
+50
New +$1.02K ﹤0.01% 2563

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UPWK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Upwork (UPWK) stake by 61% in Q1 2026, selling an estimated $196K and leaving 7,975 shares worth $87.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3386.

Carson Wealth (CWM LLC) first reported a position in UPWK in Q1 2019 and has held it in 28 quarters since. The position peaked at $405K in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,975 shares of Upwork worth $87.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 12,451 Upwork shares in Q1 2026, an estimated $196K.
  • Upwork made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3386 holding.
  • Carson Wealth (CWM LLC) first reported a position in Upwork in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Upwork position peaked at $405K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.