Invesco
UPB

Invesco’s Upstream Bio Inc UPB Stock Holding History

Invesco’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 		$370K Buy
53,397
+12,887
+32% +$108K ﹤0.01% 3368
2026
Q1 		$365K Sell
40,510
-122,676
-75% -$2.21M ﹤0.01% 3270
2025
Q4 		$4.43M Buy
163,186
+145,996
+849% +$3.63M ﹤0.01% 2298
2025
Q3 		$323K Buy
17,190
+890
+5% +$13.8K ﹤0.01% 3390
2025
Q2 		$179K Buy
16,300
+985
+6% +$9.1K ﹤0.01% 3541
2025
Q1 		$93.7K Sell
15,315
-287
-2% -$2.74K ﹤0.01% 3631
2024
Q4 		$256K Buy
+15,602
New +$348K ﹤0.01% 3461

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

Invesco's UPB Position: Q2 2026 in Review

Invesco increased its Upstream Bio Inc (UPB) stake by 32% in Q2 2026, buying an estimated $108K and bringing the position to 53,397 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #3368.

Invesco first reported a position in UPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.43M in Q4 2025. 149 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Invesco held 53,397 shares of Upstream Bio Inc worth $370K as of Q2 2026.
  • Invesco bought 12,887 Upstream Bio Inc shares in Q2 2026, an estimated $108K.
  • Upstream Bio Inc made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #3368 holding.
  • Invesco first reported a position in Upstream Bio Inc in Q4 2024 and has held it in 7 quarters since.
  • Invesco's Upstream Bio Inc position peaked at $4.43M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.