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Stephens Consulting’s Upwork UPWK Stock Holding History

Stephens Consulting’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
-30
Closed -$392 – 1976
2025
Q1 		$392 Buy
+30
New +$457 ﹤0.01% 1080

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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

Stephens Consulting's UPWK Position: Q2 2025 in Review

Stephens Consulting sold out of Upwork (UPWK) in Q2 2025, closing a stake of 30 shares — an estimated $392 sold.

Stephens Consulting first reported a position in UPWK in Q1 2025 and held it in 1 quarter. The position peaked at $392 in Q1 2025. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

  • Stephens Consulting reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 30 Upwork shares in Q2 2025, an estimated $392.
  • Stephens Consulting first reported a position in Upwork in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Upwork position peaked at $392 in Q1 2025.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.