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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TD Private Client Wealth's UPWK Position: Q1 2026 in Review

TD Private Client Wealth sold out of Upwork (UPWK) in Q1 2026, closing a stake of 33 shares — an estimated $654 sold.

TD Private Client Wealth first reported a position in UPWK in Q2 2023 and held it in 3 quarters. The position peaked at $934 in Q2 2023. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • TD Private Client Wealth reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 33 Upwork shares in Q1 2026, an estimated $654.
  • TD Private Client Wealth first reported a position in Upwork in Q2 2023 and held it in 3 quarters.
  • TD Private Client Wealth's Upwork position peaked at $934 in Q2 2023.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.