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
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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Clearstead Advisors's UPB Position: Q4 2025 in Review

Clearstead Advisors sold out of Upstream Bio Inc (UPB) in Q4 2025, closing a stake of 163 shares — an estimated $3.07K sold.

Clearstead Advisors first reported a position in UPB in Q2 2025 and held it in 2 quarters. The position peaked at $3.07K in Q3 2025. 133 funds tracked by Wall St. Rank hold UPB as of Q4 2025.

Clearstead Advisors reported no remaining Upstream Bio Inc position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 163 Upstream Bio Inc shares in Q4 2025, an estimated $3.07K.
Clearstead Advisors first reported a position in Upstream Bio Inc in Q2 2025 and held it in 2 quarters.
Clearstead Advisors's Upstream Bio Inc position peaked at $3.07K in Q3 2025.
133 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.