IA
UPB

IFP Advisors’s Upstream Bio Inc UPB Stock Holding History

IFP 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 		$1.68K Buy
242
+241
+24,100% +$2.02K ﹤0.01% 4311
2026
Q1 		$9 Hold
1
– – ﹤0.01% 4973
2025
Q4 		$27 Sell
1
-1
-50% -$25 ﹤0.01% 4773
2025
Q3 		$38 Buy
2
+1
+100% +$16 ﹤0.01% 4692
2025
Q2 		$11 Buy
+1
New +$9 ﹤0.01% 4872

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

IFP Advisors's UPB Position: Q2 2026 in Review

IFP Advisors increased its Upstream Bio Inc (UPB) stake by 24,100% in Q2 2026, buying an estimated $2.02K and bringing the position to 242 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #4311.

IFP Advisors first reported a position in UPB in Q2 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • IFP Advisors held 242 shares of Upstream Bio Inc worth $1.68K as of Q2 2026.
  • IFP Advisors bought 241 Upstream Bio Inc shares in Q2 2026, an estimated $2.02K.
  • Upstream Bio Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4311 holding.
  • IFP Advisors first reported a position in Upstream Bio Inc in Q2 2025 and has held it in 5 quarters since.
  • 148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.