Steward Partners Investment Advisory’s Upwork UPWK Stock Holding History

Steward Partners Investment Advisory’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	$3.23K	Hold	295	–	–	﹤0.01%	3917
2025 Q4	$5.85K	Hold	295	–	–	﹤0.01%	3644
2025 Q3	$5.48K	Hold	295	–	–	﹤0.01%	3628
2025 Q2	$3.96K	Hold	295	–	–	﹤0.01%	3550
2025 Q1	$3.85K	Hold	295	–	–	﹤0.01%	3461
2024 Q4	$4.82K	Buy	+295	New	+$4.25K	﹤0.01%	3376
2024 Q1	–	Sell	-150	Closed	-$2.23K	–	3676
2023 Q4	$2.23K	Buy	+150	New	+$1.94K	﹤0.01%	3181
2022 Q1	–	Sell	-1,000	Closed	-$34K	–	3384
2021 Q4	$34K	Hold	1,000	–	–	﹤0.01%	2089
2021 Q3	$45K	Hold	1,000	–	–	﹤0.01%	1965
2021 Q2	$58K	Sell	1,000 -270	-21%	-$12.7K	﹤0.01%	3018
2021 Q1	$56.9K	Sell	1,270 -730	-37%	-$33.7K	﹤0.01%	1919
2020 Q4	$69K	Buy	2,000 +1,000	+100%	+$28.6K	﹤0.01%	1521
2020 Q3	$17K	Hold	1,000	–	–	﹤0.01%	1951
2020 Q2	$14K	Buy	+1,000	New	+$10.5K	﹤0.01%	1913

Other funds holding UPWK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Steward Partners Investment Advisory's UPWK Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Upwork (UPWK) position steady in Q1 2026 at 295 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3917.

Steward Partners Investment Advisory first reported a position in UPWK in Q2 2020 and has held it in 14 quarters since. The position peaked at $69K in Q4 2020. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

Steward Partners Investment Advisory held 295 shares of Upwork worth $3.23K as of Q1 2026.
Steward Partners Investment Advisory left its Upwork share count unchanged in Q1 2026.
Upwork made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3917 holding.
Steward Partners Investment Advisory first reported a position in Upwork in Q2 2020 and has held it in 14 quarters since.
Steward Partners Investment Advisory's Upwork position peaked at $69K in Q4 2020.
292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.