Corient Private Wealth
UPB

Corient Private Wealth’s Upstream Bio Inc UPB Stock Holding History

Corient Private Wealth’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 		– Sell
-12,157
Closed -$109K – 3258
2026
Q1 		$109K Buy
+12,157
New +$219K ﹤0.01% 2671

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

Corient Private Wealth's UPB Position: Q2 2026 in Review

Corient Private Wealth sold out of Upstream Bio Inc (UPB) in Q2 2026, closing a stake of 12,157 shares — an estimated $109K sold.

Corient Private Wealth first reported a position in UPB in Q1 2026 and held it in 1 quarter. The position peaked at $109K in Q1 2026. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Corient Private Wealth reported no remaining Upstream Bio Inc position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 12,157 Upstream Bio Inc shares in Q2 2026, an estimated $109K.
  • Corient Private Wealth first reported a position in Upstream Bio Inc in Q1 2026 and held it in 1 quarter.
  • Corient Private Wealth's Upstream Bio Inc position peaked at $109K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.