Carson Wealth (CWM LLC)
UPB

Carson Wealth (CWM LLC)’s Upstream Bio Inc UPB Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$34.9K Buy
3,883
+523
+16% +$9.41K ﹤0.01% 4057
2025
Q4 		$91K Buy
3,360
+19
+0.6% +$473 ﹤0.01% 3143
2025
Q3 		$63K Buy
3,341
+29
+0.9% +$451 ﹤0.01% 3341
2025
Q2 		$36K Buy
3,312
+1,716
+108% +$15.8K ﹤0.01% 3522
2025
Q1 		$10K Buy
+1,596
New +$15.2K ﹤0.01% 4129

Other funds holding UPB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UPB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Upstream Bio Inc (UPB) stake by 16% in Q1 2026, buying an estimated $9.41K and bringing the position to 3,883 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4057.

Carson Wealth (CWM LLC) first reported a position in UPB in Q1 2025 and has held it in 5 quarters since. The position peaked at $91K in Q4 2025. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,883 shares of Upstream Bio Inc worth $34.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 523 Upstream Bio Inc shares in Q1 2026, an estimated $9.41K.
  • Upstream Bio Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4057 holding.
  • Carson Wealth (CWM LLC) first reported a position in Upstream Bio Inc in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Upstream Bio Inc position peaked at $91K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.