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
Q1 		$263K Sell
24,088
-92,268
-79% -$1.45M ﹤0.01% 2391
2025
Q4 		$2.31M Buy
116,356
+70,112
+152% +$1.29M ﹤0.01% 1454
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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return