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Washington Trust’s Upwork UPWK Stock Holding History

Washington Trust’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
-20
Closed -$261 – 692
2025
Q1 		$261 Hold
20
– – ﹤0.01% 759
2024
Q4 		$327 Hold
20
– – ﹤0.01% 841
2024
Q3 		$209 Hold
20
– – ﹤0.01% 840
2024
Q2 		$215 Hold
20
– – ﹤0.01% 860
2024
Q1 		$245 Hold
20
– – ﹤0.01% 837
2023
Q4 		$297 Hold
20
– – ﹤0.01% 816
2023
Q3 		$227 Hold
20
– – ﹤0.01% 891
2023
Q2 		$187 Hold
20
– – ﹤0.01% 902
2023
Q1 		$226 Hold
20
– – ﹤0.01% 932
2022
Q4 		$209 Hold
20
– – ﹤0.01% 950
2022
Q3 		$0 Hold
20
– – ﹤0.01% 966
2022
Q2 		$0 Hold
20
– – ﹤0.01% 959
2022
Q1 		$0 Buy
+20
New +$501 ﹤0.01% 985

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Washington Trust's UPWK Position: Q2 2025 in Review

Washington Trust sold out of Upwork (UPWK) in Q2 2025, closing a stake of 20 shares — an estimated $261 sold.

Washington Trust first reported a position in UPWK in Q1 2022 and held it in 13 quarters. The position peaked at $327 in Q4 2024. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

  • Washington Trust reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 20 Upwork shares in Q2 2025, an estimated $261.
  • Washington Trust first reported a position in Upwork in Q1 2022 and held it in 13 quarters.
  • Washington Trust's Upwork position peaked at $327 in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.