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
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 $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
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Creative Planning's UPB Position: Q1 2026 in Review

Creative Planning reduced its Upstream Bio Inc (UPB) stake by 7.7% in Q1 2026, selling an estimated $16.2K and leaving 10,850 shares worth $97.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3908.

Creative Planning first reported a position in UPB in Q2 2025 and has held it in 4 quarters since. The position peaked at $319K in Q4 2025. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • Creative Planning held 10,850 shares of Upstream Bio Inc worth $97.7K as of Q1 2026.
  • Creative Planning sold 899 Upstream Bio Inc shares in Q1 2026, an estimated $16.2K.
  • Upstream Bio Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3908 holding.
  • Creative Planning first reported a position in Upstream Bio Inc in Q2 2025 and has held it in 4 quarters since.
  • Creative Planning's Upstream Bio Inc position peaked at $319K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.