IWC
UPB

Integrated Wealth Concepts’s Upstream Bio Inc UPB Stock Holding History

Integrated Wealth Concepts’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 		$17.2K Buy
+2,479
New +$20.8K ﹤0.01% 4200

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

Integrated Wealth Concepts's UPB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Upstream Bio Inc (UPB) in Q2 2026: 2,479 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #4200 among its holdings.

150 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Integrated Wealth Concepts held 2,479 shares of Upstream Bio Inc worth $17.2K as of Q2 2026.
  • Upstream Bio Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • Upstream Bio Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4200 holding.
  • 150 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.