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Prosperity Wealth Management’s Upwork UPWK Stock Holding History

Prosperity 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
2025
Q2 		– Sell
-12,750
Closed -$166K – 280
2025
Q1 		$166K Buy
+12,750
New +$194K 0.08% 201

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prosperity Wealth Management's UPWK Position: Q2 2025 in Review

Prosperity Wealth Management sold out of Upwork (UPWK) in Q2 2025, closing a stake of 12,750 shares — an estimated $166K sold.

Prosperity Wealth Management first reported a position in UPWK in Q1 2025 and held it in 1 quarter. The position peaked at $166K in Q1 2025. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

  • Prosperity Wealth Management reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 12,750 Upwork shares in Q2 2025, an estimated $166K.
  • Prosperity Wealth Management first reported a position in Upwork in Q1 2025 and held it in 1 quarter.
  • Prosperity Wealth Management's Upwork position peaked at $166K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on Prosperity Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.