Commonwealth Equity Services
UPWK icon

Commonwealth Equity Services’s Upwork UPWK Stock Holding History

Commonwealth Equity Services’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 		– Sell
-31,439
Closed -$623K – 4461
2025
Q4 		$623K Buy
31,439
+4,429
+16% +$81.2K ﹤0.01% 2985
2025
Q3 		$502K Sell
27,010
-990
-4% -$14.7K ﹤0.01% 3173
2025
Q2 		$376K Buy
28,000
+53
+0.2% +$761 ﹤0.01% 3398
2025
Q1 		$365K Buy
27,947
+328
+1% +$5K ﹤0.01% 3313
2024
Q4 		$452K Sell
27,619
-2,041
-7% -$29.4K ﹤0.01% 3037
2024
Q3 		$310K Sell
29,660
-3,250
-10% -$33.9K ﹤0.01% 3323
2024
Q2 		$354K Sell
32,910
-50,248
-60% -$570K ﹤0.01% 3151
2024
Q1 		$1.02M Buy
83,158
+7,332
+10% +$99.7K ﹤0.01% 2232
2023
Q4 		$1.13M Buy
75,826
+45,785
+152% +$591K ﹤0.01% 2096
2023
Q3 		$341K Sell
30,041
-550
-2% -$6.83K ﹤0.01% 2911
2023
Q2 		$286K Sell
30,591
-1,282
-4% -$11.6K ﹤0.01% 3093
2023
Q1 		$360K Buy
31,873
+250
+0.8% +$2.98K ﹤0.01% 2812
2022
Q4 		$330K Sell
31,623
-5,534
-15% -$68.3K ﹤0.01% 2796
2022
Q3 		$506K Buy
37,157
+5
+0% +$94 ﹤0.01% 2400
2022
Q2 		$768K Sell
37,152
-1,925
-5% -$37.8K ﹤0.01% 2098
2022
Q1 		$908K Sell
39,077
-756
-2% -$18.9K ﹤0.01% 2073
2021
Q4 		$1.36M Buy
39,833
+1,071
+3% +$47.3K ﹤0.01% 1768
2021
Q3 		$1.75M Buy
38,762
+950
+3% +$46.3K ﹤0.01% 1519
2021
Q2 		$2.2M Sell
37,812
-229
-0.6% -$10.8K 0.01% 1356
2021
Q1 		$1.7M Sell
38,041
-885
-2% -$40.8K ﹤0.01% 1437
2020
Q4 		$1.34M Buy
38,926
+3,250
+9% +$92.9K ﹤0.01% 1472
2020
Q3 		$622K Buy
+35,676
New +$534K ﹤0.01% 1822

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 $489M AUM 53.42% 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

Commonwealth Equity Services's UPWK Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Upwork (UPWK) in Q1 2026, closing a stake of 31,439 shares — an estimated $623K sold.

Commonwealth Equity Services first reported a position in UPWK in Q3 2020 and held it in 22 quarters. The position peaked at $2.2M in Q2 2021. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 31,439 Upwork shares in Q1 2026, an estimated $623K.
  • Commonwealth Equity Services first reported a position in Upwork in Q3 2020 and held it in 22 quarters.
  • Commonwealth Equity Services's Upwork position peaked at $2.2M in Q2 2021.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.