Northwestern Mutual Wealth Management
UPWK icon

Northwestern Mutual Wealth Management’s Upwork UPWK Stock Holding History

Northwestern Mutual Wealth Management’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 		$745 Hold
68
– – ﹤0.01% 3799
2025
Q4 		$1.35K Buy
+68
New +$1.25K ﹤0.01% 3576
2025
Q2 		– Sell
-1
Closed -$13 – 4007
2025
Q1 		$13 Sell
1
-12
-92% -$183 ﹤0.01% 3619
2024
Q4 		$213 Sell
13
-251
-95% -$3.62K ﹤0.01% 3451
2024
Q3 		$2.76K Buy
+264
New +$2.75K ﹤0.01% 3052
2023
Q4 		– Sell
-138
Closed -$1.57K – 3683
2023
Q3 		$1.57K Buy
138
+128
+1,280% +$1.59K ﹤0.01% 2990
2023
Q2 		$93 Hold
10
– – ﹤0.01% 3270
2023
Q1 		$113 Buy
+10
New +$119 ﹤0.01% 3239
2022
Q2 		– Sell
-57
Closed -$2K – 3488
2022
Q1 		$2K Sell
57
-133
-70% -$3.33K ﹤0.01% 2936
2021
Q4 		$7K Sell
190
-37
-16% -$1.64K ﹤0.01% 2695
2021
Q3 		$10K Buy
227
+205
+932% +$9.99K ﹤0.01% 2475
2021
Q2 		$1K Hold
22
– – ﹤0.01% 2931
2021
Q1 		$1K Buy
+22
New +$1.01K ﹤0.01% 2711

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