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
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 $1.9T AUM 41.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab's UPB Position: Q1 2026 in Review

Charles Schwab reduced its Upstream Bio Inc (UPB) stake by 9.5% in Q1 2026, selling an estimated $489K and leaving 257,729 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

Charles Schwab first reported a position in UPB in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.74M in Q4 2025. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • Charles Schwab held 257,729 shares of Upstream Bio Inc worth $2.32M as of Q1 2026.
  • Charles Schwab sold 27,202 Upstream Bio Inc shares in Q1 2026, an estimated $489K.
  • Upstream Bio Inc made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2674 holding.
  • Charles Schwab first reported a position in Upstream Bio Inc in Q4 2024 and has held it in 6 quarters since.
  • Charles Schwab's Upstream Bio Inc position peaked at $7.74M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.