OBWP
UPWK icon

O'Brien Wealth Partners’s Upwork UPWK Stock Holding History

O'Brien Wealth Partners’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
2025
Q4 		$467K Hold
23,571
– – 0.06% 64
2025
Q3 		$438K Hold
23,571
– – 0.06% 58
2025
Q2 		$317K Hold
23,571
– – 0.05% 45
2025
Q1 		$308K Hold
23,571
– – 0.06% 39
2024
Q4 		$385K Sell
23,571
-6,993
-23% -$101K 0.07% 34
2024
Q3 		$319K Sell
30,564
-8,750
-22% -$91.3K 0.06% 36
2024
Q2 		$423K Hold
39,314
– – 0.1% 29
2024
Q1 		$482K Hold
39,314
– – 0.11% 27
2023
Q4 		$585K Hold
39,314
– – 0.15% 24
2023
Q3 		$447K Hold
39,314
– – 0.13% 24
2023
Q2 		$367K Hold
39,314
– – 0.11% 26
2023
Q1 		$445K Hold
39,314
– – 0.14% 25
2022
Q4 		$410K Hold
39,314
– – 0.16% 22
2022
Q3 		$535K Hold
39,314
– – 0.23% 20
2022
Q2 		$813K Hold
39,314
– – 0.34% 14
2022
Q1 		$729K Hold
39,314
– – 0.29% 13
2021
Q4 		$1.09M Sell
39,314
-5,225
-12% -$231K 0.38% 12
2021
Q3 		$2.08M Hold
44,539
– – 0.73% 11
2021
Q2 		$2.58M Hold
44,539
– – 0.85% 11
2021
Q1 		$2.17M Hold
44,539
– – 0.72% 12
2020
Q4 		$1.69M Hold
44,539
– – 0.61% 10
2020
Q3 		$885K Sell
44,539
-14,165
-24% -$212K 0.36% 14
2020
Q2 		$963K Buy
+58,704
New +$616K 0.4% 13

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return