Private Trust Company’s Upwork UPWK Stock Holding History

Private Trust Company’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	–	Sell	-333	Closed	-$3.65K	–	2801
2026 Q1	$3.65K	Buy	333 +75	+29%	+$1.18K	﹤0.01%	2269
2025 Q4	$5.11K	Buy	+258	New	+$4.73K	﹤0.01%	2158

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Trust Company's UPWK Position: Q2 2026 in Review

Private Trust Company sold out of Upwork (UPWK) in Q2 2026, closing a stake of 333 shares — an estimated $3.65K sold.

Private Trust Company first reported a position in UPWK in Q4 2025 and held it in 2 quarters. The position peaked at $5.11K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Private Trust Company reported no remaining Upwork position as of Q2 2026 after selling out during the quarter.
Private Trust Company sold 333 Upwork shares in Q2 2026, an estimated $3.65K.
Private Trust Company first reported a position in Upwork in Q4 2025 and held it in 2 quarters.
Private Trust Company's Upwork position peaked at $5.11K in Q4 2025.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.