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BOLTON SECURITIES CORPORATION’s Upwork UPWK Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$914 Buy
+70
New +$1.07K ﹤0.01% 1783

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 $54.1B AUM 39.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's UPWK Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Upwork (UPWK) in Q1 2025: 70 shares worth $914. The stake represents ﹤0.01% of the portfolio and ranks #1783 among its holdings.

281 funds tracked by Wall St. Rank hold UPWK as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 70 shares of Upwork worth $914 as of Q1 2025.
  • Upwork was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • Upwork made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1783 holding.
  • 281 funds tracked by Wall St. Rank held Upwork as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.