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Spire Wealth Management’s Upwork UPWK Stock Holding History

Spire 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
-734
Closed -$14.5K – 2406
2025
Q4 		$14.5K Buy
+734
New +$13.5K ﹤0.01% 1593
2022
Q3 		– Sell
-100
Closed -$2K – 2599
2022
Q2 		$2K Sell
100
-100
-50% -$1.97K ﹤0.01% 2405
2022
Q1 		$5K Hold
200
– – ﹤0.01% 2251
2021
Q4 		$7K Sell
200
-1,000
-83% -$44.2K ﹤0.01% 2499
2021
Q3 		$54K Sell
1,200
-1,500
-56% -$73.1K ﹤0.01% 1446
2021
Q2 		$157K Sell
2,700
-600
-18% -$28.2K ﹤0.01% 1021
2021
Q1 		$148K Buy
+3,300
New +$152K ﹤0.01% 1200

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Spire Wealth Management sold out of Upwork (UPWK) in Q1 2026, closing a stake of 734 shares — an estimated $14.5K sold.

Spire Wealth Management first reported a position in UPWK in Q1 2021 and held it in 7 quarters. The position peaked at $157K in Q2 2021. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Spire Wealth Management reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 734 Upwork shares in Q1 2026, an estimated $14.5K.
  • Spire Wealth Management first reported a position in Upwork in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Upwork position peaked at $157K in Q2 2021.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.