CMA
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Cedar Mountain Advisors’s Upwork UPWK Stock Holding History

Cedar Mountain Advisors’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
Q2 		$619 Buy
+74
New +$700 ﹤0.01% 1017
2026
Q1 		– Sell
-23
Closed -$456 – 1211
2025
Q4 		$456 Buy
+23
New +$422 ﹤0.01% 614

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YIH
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Handelsbanken Fonder
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LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GI
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VCM
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AFC
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MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM