Creative Planning
UPB

Creative Planning’s Upstream Bio Inc UPB Stock Holding History

Creative Planning’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 		$197K Buy
28,483
+17,633
+163% +$148K ﹤0.01% 3879
2026
Q1 		$97.7K Sell
10,850
-899
-8% -$16.2K ﹤0.01% 3908
2025
Q4 		$319K Sell
11,749
-2,517
-18% -$62.7K ﹤0.01% 3197
2025
Q3 		$268K Buy
14,266
+236
+2% +$3.67K ﹤0.01% 3235
2025
Q2 		$154K Buy
+14,030
New +$130K ﹤0.01% 3322

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

Creative Planning's UPB Position: Q2 2026 in Review

Creative Planning increased its Upstream Bio Inc (UPB) stake by 163% in Q2 2026, buying an estimated $148K and bringing the position to 28,483 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #3879.

Creative Planning first reported a position in UPB in Q2 2025 and has held it in 5 quarters since. The position peaked at $319K in Q4 2025. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Creative Planning held 28,483 shares of Upstream Bio Inc worth $197K as of Q2 2026.
  • Creative Planning bought 17,633 Upstream Bio Inc shares in Q2 2026, an estimated $148K.
  • Upstream Bio Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3879 holding.
  • Creative Planning first reported a position in Upstream Bio Inc in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's Upstream Bio Inc position peaked at $319K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.