EWA
UPB

EverSource Wealth Advisors’s Upstream Bio Inc UPB Stock Holding History

EverSource Wealth Advisors’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 		$1.88K Buy
272
+50
+23% +$419 ﹤0.01% 3745
2026
Q1 		$2K Sell
222
-60
-21% -$1.08K ﹤0.01% 3641
2025
Q4 		$7.66K Sell
282
-28
-9% -$697 ﹤0.01% 2926
2025
Q3 		$5.83K Buy
310
+1
+0.3% +$16 ﹤0.01% 3090
2025
Q2 		$3.39K Buy
309
+174
+129% +$1.61K ﹤0.01% 3309
2025
Q1 		$826 Buy
+135
New +$1.29K ﹤0.01% 3295

Other funds holding UPB

SAM
SEB Asset Management Stockholm $26.6B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NC
nVerses Capital Wellington, Florida $65M AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

EverSource Wealth Advisors's UPB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Upstream Bio Inc (UPB) stake by 23% in Q2 2026, buying an estimated $419 and bringing the position to 272 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #3745.

EverSource Wealth Advisors first reported a position in UPB in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.66K in Q4 2025. 20 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • EverSource Wealth Advisors held 272 shares of Upstream Bio Inc worth $1.88K as of Q2 2026.
  • EverSource Wealth Advisors bought 50 Upstream Bio Inc shares in Q2 2026, an estimated $419.
  • Upstream Bio Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3745 holding.
  • EverSource Wealth Advisors first reported a position in Upstream Bio Inc in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Upstream Bio Inc position peaked at $7.66K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.