Wedmont Private Capital’s Upwork UPWK Stock Holding History

Wedmont Private Capital’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 Q1	–	Sell	-34,800	Closed	-$544K	–	765
2024 Q4	$544K	Buy	+34,800	New	+$501K	0.03%	354

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wedmont Private Capital's UPWK Position: Q1 2025 in Review

Wedmont Private Capital sold out of Upwork (UPWK) in Q1 2025, closing a stake of 34,800 shares — an estimated $544K sold.

Wedmont Private Capital first reported a position in UPWK in Q4 2024 and held it in 1 quarter. The position peaked at $544K in Q4 2024. 277 funds tracked by Wall St. Rank hold UPWK as of Q1 2025.

Wedmont Private Capital reported no remaining Upwork position as of Q1 2025 after selling out during the quarter.
Wedmont Private Capital sold 34,800 Upwork shares in Q1 2025, an estimated $544K.
Wedmont Private Capital first reported a position in Upwork in Q4 2024 and held it in 1 quarter.
Wedmont Private Capital's Upwork position peaked at $544K in Q4 2024.
277 funds tracked by Wall St. Rank held Upwork as of Q1 2025.

Based on Wedmont Private Capital's 13F filing for Q1 2025, filed 14 Apr 2025.