EP
UPB

Essential Partners’s Upstream Bio Inc UPB Stock Holding History

Essential Partners’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 		$1.01K Sell
146
-256
-64% -$2.15K ﹤0.01% 2243
2026
Q1 		$3.62K Buy
402
+305
+314% +$5.49K ﹤0.01% 1739
2025
Q4 		$2.63K Hold
97
– – ﹤0.01% 1708
2025
Q3 		$1.82K Hold
97
– – ﹤0.01% 1824
2025
Q2 		$1.06K Buy
+97
New +$896 ﹤0.01% 1495

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

Essential Partners's UPB Position: Q2 2026 in Review

Essential Partners reduced its Upstream Bio Inc (UPB) stake by 64% in Q2 2026, selling an estimated $2.15K and leaving 146 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

Essential Partners first reported a position in UPB in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.62K in Q1 2026. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Essential Partners held 146 shares of Upstream Bio Inc worth $1.01K as of Q2 2026.
  • Essential Partners sold 256 Upstream Bio Inc shares in Q2 2026, an estimated $2.15K.
  • Upstream Bio Inc made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2243 holding.
  • Essential Partners first reported a position in Upstream Bio Inc in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Upstream Bio Inc position peaked at $3.62K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.