Covestor’s Upstream Bio Inc UPB Stock Holding History

Covestor’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 Q3	$0	Sell	24 -15	-38%	-$98	﹤0.01%	2936
2026 Q2	$0	Buy	39 +35	+875%	+$293	﹤0.01%	2904
2026 Q1	$0	Buy	+4	New	+$72	﹤0.01%	2876

Other funds holding UPB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Covestor's UPB Position: Q3 2026 in Review

Covestor reduced its Upstream Bio Inc (UPB) stake by 38% in Q3 2026, selling an estimated $98 and leaving 24 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

Covestor first reported a position in UPB in Q1 2026 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold UPB as of Q3 2026.

Covestor held 24 shares of Upstream Bio Inc worth $0 as of Q3 2026.
Covestor sold 15 Upstream Bio Inc shares in Q3 2026, an estimated $98.
Upstream Bio Inc made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2936 holding.
Covestor first reported a position in Upstream Bio Inc in Q1 2026 and has held it in 3 quarters since.
38 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.