Commonwealth Equity Services
UPB

Commonwealth Equity Services’s Upstream Bio Inc UPB Stock Holding History

Commonwealth Equity Services’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
-15,503
Closed -$292K – 4478
2025
Q3 		$292K Sell
15,503
-23
-0.1% -$357 ﹤0.01% 3674
2025
Q2 		$170K Buy
+15,526
New +$143K ﹤0.01% 3962

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Commonwealth Equity Services's UPB Position: Q4 2025 in Review

Commonwealth Equity Services sold out of Upstream Bio Inc (UPB) in Q4 2025, closing a stake of 15,503 shares — an estimated $292K sold.

Commonwealth Equity Services first reported a position in UPB in Q2 2025 and held it in 2 quarters. The position peaked at $292K in Q3 2025. 133 funds tracked by Wall St. Rank hold UPB as of Q4 2025.

  • Commonwealth Equity Services reported no remaining Upstream Bio Inc position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 15,503 Upstream Bio Inc shares in Q4 2025, an estimated $292K.
  • Commonwealth Equity Services first reported a position in Upstream Bio Inc in Q2 2025 and held it in 2 quarters.
  • Commonwealth Equity Services's Upstream Bio Inc position peaked at $292K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.