Corient Private Wealth
UPWK icon

Corient Private Wealth’s Upwork UPWK Stock Holding History

Corient Private Wealth’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 		$169K Sell
20,208
-3,880
-16% -$36.7K ﹤0.01% 2849
2026
Q1 		$263K Sell
24,088
-34,195
-59% -$538K ﹤0.01% 2391
2025
Q4 		$1.16M Buy
58,283
+12,039
+26% +$221K ﹤0.01% 1436
2025
Q3 		$859K Sell
46,244
-33,966
-42% -$506K ﹤0.01% 1502
2025
Q2 		$1.08M Sell
80,210
-60,573
-43% -$870K ﹤0.01% 1330
2025
Q1 		$1.84M Sell
140,783
-31,799
-18% -$484K ﹤0.01% 1008
2024
Q4 		$2.82M Buy
172,582
+149,871
+660% +$2.16M ﹤0.01% 882
2024
Q3 		$237K Buy
22,711
+49
+0.2% +$511 ﹤0.01% 2134
2024
Q2 		$244K Sell
22,662
-53,099
-70% -$602K ﹤0.01% 2020
2024
Q1 		$929K Buy
75,761
+3,723
+5% +$50.6K ﹤0.01% 1333
2023
Q4 		$1.07M Buy
72,038
+16,918
+31% +$218K ﹤0.01% 1264
2023
Q3 		$626K Buy
55,120
+287
+0.5% +$3.56K ﹤0.01% 1373
2023
Q2 		$512K Buy
54,833
+315
+0.6% +$2.85K ﹤0.01% 1442
2023
Q1 		$617K Buy
54,518
+1,000
+2% +$11.9K ﹤0.01% 1294
2022
Q4 		$559K Buy
+53,518
New +$660K ﹤0.01% 1106

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth's UPWK Position: Q2 2026 in Review

Corient Private Wealth reduced its Upwork (UPWK) stake by 16% in Q2 2026, selling an estimated $36.7K and leaving 20,208 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2849.

Corient Private Wealth first reported a position in UPWK in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.82M in Q4 2024. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Corient Private Wealth held 20,208 shares of Upwork worth $169K as of Q2 2026.
  • Corient Private Wealth sold 3,880 Upwork shares in Q2 2026, an estimated $36.7K.
  • Upwork made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2849 holding.
  • Corient Private Wealth first reported a position in Upwork in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Upwork position peaked at $2.82M in Q4 2024.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.