CA
UPB

Clearstead Advisors’s Upstream Bio Inc UPB Stock Holding History

Clearstead Advisors’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 		$105 Buy
+15
New +$126 ﹤0.01% 3347
2025
Q4 		– Sell
-163
Closed -$3.07K – 3320
2025
Q3 		$3.07K Hold
163
– – ﹤0.01% 2329
2025
Q2 		$1.79K Buy
+163
New +$1.5K ﹤0.01% 2343

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

Clearstead Advisors's UPB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Upstream Bio Inc (UPB) in Q2 2026: 15 shares worth $105. The stake represents ﹤0.01% of the portfolio and ranks #3347 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in UPB as recently as Q3 2025.

Clearstead Advisors first reported a position in UPB in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.07K in Q3 2025. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Clearstead Advisors held 15 shares of Upstream Bio Inc worth $105 as of Q2 2026.
  • Upstream Bio Inc was a new Clearstead Advisors position in Q2 2026.
  • Upstream Bio Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3347 holding.
  • Clearstead Advisors first reported a position in Upstream Bio Inc in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Upstream Bio Inc position peaked at $3.07K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.