BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Upwork UPWK Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
2026 Q3	–	Sell	-126	Closed	-$1.05K	–	2552
2026 Q2	$1.05K	Sell	126 -75	-37%	-$710	﹤0.01%	2186
2026 Q1	$2.2K	Hold	201	–	–	﹤0.01%	2065
2025 Q4	$3.98K	Hold	201	–	–	﹤0.01%	1971
2025 Q3	$3.73K	Buy	201 +75	+60%	+$1.12K	﹤0.01%	1915
2025 Q2	$1.69K	Hold	126	–	–	﹤0.01%	2049
2025 Q1	$1.64K	Buy	+126	New	+$1.92K	﹤0.01%	2031

Other funds holding UPWK

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s UPWK Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Upwork (UPWK) in Q3 2026, closing a stake of 126 shares — an estimated $1.05K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in UPWK in Q1 2025 and held it in 6 quarters. The position peaked at $3.98K in Q4 2025. 229 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Upwork position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 126 Upwork shares in Q3 2026, an estimated $1.05K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Upwork in Q1 2025 and held it in 6 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Upwork position peaked at $3.98K in Q4 2025.
229 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.