Allworth Financial’s Upstream Bio Inc UPB Stock Holding History

Allworth Financial’s Portfolio UPB Stock Details UPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.38K	Buy	778 +515	+196%	+$4.32K	﹤0.01%	4087
2026 Q1	$2.37K	Buy	263 +195	+287%	+$3.51K	﹤0.01%	4296
2025 Q4	$1.85K	Buy	68 +1	+1%	+$25	﹤0.01%	4149
2025 Q3	$1.26K	Buy	67 +1	+2%	+$16	﹤0.01%	4180
2025 Q2	$725	Sell	66 -119	-64%	-$1.1K	﹤0.01%	4041
2025 Q1	$1.66K	Buy	+185	New	+$1.77K	﹤0.01%	3276

Other funds holding UPB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return

Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial's UPB Position: Q2 2026 in Review

Allworth Financial increased its Upstream Bio Inc (UPB) stake by 196% in Q2 2026, buying an estimated $4.32K and bringing the position to 778 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #4087.

Allworth Financial first reported a position in UPB in Q1 2025 and has held it in 6 quarters since. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

Allworth Financial held 778 shares of Upstream Bio Inc worth $5.38K as of Q2 2026.
Allworth Financial bought 515 Upstream Bio Inc shares in Q2 2026, an estimated $4.32K.
Upstream Bio Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4087 holding.
Allworth Financial first reported a position in Upstream Bio Inc in Q1 2025 and has held it in 6 quarters since.
148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.