TD Private Client Wealth
UPWK icon

TD Private Client Wealth’s Upwork UPWK Stock Holding History

TD Private Client Wealth’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
Q3 		$987 Buy
+121
New +$1.07K ﹤0.01% 1526
2026
Q1 		– Sell
-33
Closed -$654 – 1742
2025
Q4 		$654 Hold
33
– – ﹤0.01% 1456
2025
Q3 		$613 Buy
+33
New +$491 ﹤0.01% 1439
2023
Q3 		– Sell
-100
Closed -$934 – 1274
2023
Q2 		$934 Buy
+100
New +$906 ﹤0.01% 1213

Other funds holding UPWK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TD Private Client Wealth's UPWK Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in Upwork (UPWK) in Q3 2026: 121 shares worth $987. The stake represents ﹤0.01% of the portfolio and ranks #1526 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in UPWK as recently as Q4 2025.

TD Private Client Wealth first reported a position in UPWK in Q2 2023 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • TD Private Client Wealth held 121 shares of Upwork worth $987 as of Q3 2026.
  • Upwork was a new TD Private Client Wealth position in Q3 2026.
  • Upwork made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1526 holding.
  • TD Private Client Wealth first reported a position in Upwork in Q2 2023 and has held it in 4 quarters since.
  • 229 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.