Whittier Trust’s Upwork UPWK Stock Holding History

Whittier 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 Q4	–	Sell	-262	Closed	-$4.53K	–	1431
2025 Q3	$4.53K	Buy	+262	New	+$3.9K	﹤0.01%	1239
2022 Q2	–	Sell	-13	Closed	–	–	1775
2022 Q1	$0	Buy	+13	New	+$325	﹤0.01%	1752

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Whittier Trust's UPWK Position: Q4 2025 in Review

Whittier Trust sold out of Upwork (UPWK) in Q4 2025, closing a stake of 262 shares — an estimated $4.53K sold.

Whittier Trust first reported a position in UPWK in Q1 2022 and held it in 2 quarters. The position peaked at $4.53K in Q3 2025. 305 funds tracked by Wall St. Rank hold UPWK as of Q4 2025.

Whittier Trust reported no remaining Upwork position as of Q4 2025 after selling out during the quarter.
Whittier Trust sold 262 Upwork shares in Q4 2025, an estimated $4.53K.
Whittier Trust first reported a position in Upwork in Q1 2022 and held it in 2 quarters.
Whittier Trust's Upwork position peaked at $4.53K in Q3 2025.
305 funds tracked by Wall St. Rank held Upwork as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.