SeaCrest Wealth Management’s Upwork UPWK Stock Holding History

SeaCrest 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	–	Sell	-9,647	Closed	-$201K	–	671
2025 Q4	$201K	Sell	9,647 -353	-4%	-$6.47K	0.02%	602
2025 Q3	$179K	Sell	10,000 -800	-7%	-$11.9K	0.02%	607
2025 Q2	$145K	Buy	10,800 +800	+8%	+$11.5K	0.02%	598
2025 Q1	$131K	Hold	10,000	–	–	0.01%	640
2024 Q4	$164K	Hold	10,000	–	–	0.02%	629
2024 Q3	$105K	Hold	10,000	–	–	0.01%	636
2024 Q2	$108K	Hold	10,000	–	–	0.01%	595
2024 Q1	$123K	Hold	10,000	–	–	0.02%	587
2023 Q4	$141K	Sell	10,000 -154	-2%	-$1.99K	0.02%	595
2023 Q3	$115K	Sell	10,154 -216	-2%	-$2.68K	0.02%	599
2023 Q2	$96.9K	Hold	10,370	–	–	0.01%	610
2023 Q1	$117K	Hold	10,370	–	–	0.02%	606
2022 Q4	$108K	Sell	10,370 -900	-8%	-$11.1K	0.02%	609
2022 Q3	$153K	Hold	11,270	–	–	0.02%	568
2022 Q2	$233K	Buy	+11,270	New	+$222K	0.03%	551

Other funds holding UPWK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Ancient Art Austin, Texas $489M AUM 53.42% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SeaCrest Wealth Management's UPWK Position: Q1 2026 in Review

SeaCrest Wealth Management sold out of Upwork (UPWK) in Q1 2026, closing a stake of 9,647 shares — an estimated $201K sold.

SeaCrest Wealth Management first reported a position in UPWK in Q2 2022 and held it in 15 quarters. The position peaked at $233K in Q2 2022. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

SeaCrest Wealth Management reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
SeaCrest Wealth Management sold 9,647 Upwork shares in Q1 2026, an estimated $201K.
SeaCrest Wealth Management first reported a position in Upwork in Q2 2022 and held it in 15 quarters.
SeaCrest Wealth Management's Upwork position peaked at $233K in Q2 2022.
292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on SeaCrest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.