Charles Schwab
UPB

Charles Schwab’s Upstream Bio Inc UPB Stock Holding History

Charles Schwab’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 		$1.82M Buy
262,456
+4,727
+2% +$39.6K ﹤0.01% 2818
2026
Q1 		$2.32M Sell
257,729
-27,202
-10% -$489K ﹤0.01% 2674
2025
Q4 		$7.74M Buy
284,931
+103
+0% +$2.56K ﹤0.01% 2255
2025
Q3 		$5.36M Buy
284,828
+106,575
+60% +$1.66M ﹤0.01% 2409
2025
Q2 		$1.96M Buy
178,253
+46,080
+35% +$426K ﹤0.01% 2675
2025
Q1 		$809K Sell
132,173
-3,150
-2% -$30.1K ﹤0.01% 2911
2024
Q4 		$2.22M Buy
+135,323
New +$3.02M ﹤0.01% 2643

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab's UPB Position: Q2 2026 in Review

Charles Schwab increased its Upstream Bio Inc (UPB) stake by 1.8% in Q2 2026, buying an estimated $39.6K and bringing the position to 262,456 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

Charles Schwab first reported a position in UPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.74M in Q4 2025. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Charles Schwab held 262,456 shares of Upstream Bio Inc worth $1.82M as of Q2 2026.
  • Charles Schwab bought 4,727 Upstream Bio Inc shares in Q2 2026, an estimated $39.6K.
  • Upstream Bio Inc made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2818 holding.
  • Charles Schwab first reported a position in Upstream Bio Inc in Q4 2024 and has held it in 7 quarters since.
  • Charles Schwab's Upstream Bio Inc position peaked at $7.74M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.