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Sunbelt Securities’s Upwork UPWK Stock Holding History

Sunbelt Securities’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
-21
Closed -$416 – 3084
2025
Q4 		$416 Buy
+21
New +$385 ﹤0.01% 2272

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

Sunbelt Securities's UPWK Position: Q1 2026 in Review

Sunbelt Securities sold out of Upwork (UPWK) in Q1 2026, closing a stake of 21 shares — an estimated $416 sold.

Sunbelt Securities first reported a position in UPWK in Q4 2025 and held it in 1 quarter. The position peaked at $416 in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Sunbelt Securities reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 21 Upwork shares in Q1 2026, an estimated $416.
  • Sunbelt Securities first reported a position in Upwork in Q4 2025 and held it in 1 quarter.
  • Sunbelt Securities's Upwork position peaked at $416 in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.