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Wealthspire Advisors (New York)’s Upwork UPWK Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-150
Closed -$2.79K – 2796
2025
Q3 		$2.79K Buy
+150
New +$2.23K ﹤0.01% 2507

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 $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wealthspire Advisors (New York)'s UPWK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Upwork (UPWK) in Q4 2025, closing a stake of 150 shares — an estimated $2.79K sold.

Wealthspire Advisors (New York) first reported a position in UPWK in Q3 2025 and held it in 1 quarter. The position peaked at $2.79K in Q3 2025. 305 funds tracked by Wall St. Rank hold UPWK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Upwork position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 150 Upwork shares in Q4 2025, an estimated $2.79K.
  • Wealthspire Advisors (New York) first reported a position in Upwork in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Upwork position peaked at $2.79K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Upwork as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.