Morgan Stanley
UPB

Morgan Stanley’s Upstream Bio Inc UPB Stock Holding History

Morgan Stanley’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 		$3.63M Sell
524,632
-27,977
-5% -$234K ﹤0.01% 4451
2026
Q1 		$4.97M Buy
552,609
+430,541
+353% +$7.75M ﹤0.01% 4136
2025
Q4 		$3.31M Buy
122,068
+34,533
+39% +$860K ﹤0.01% 4471
2025
Q3 		$1.65M Sell
87,535
-11,773
-12% -$183K ﹤0.01% 4899
2025
Q2 		$1.09M Buy
99,308
+47,917
+93% +$443K ﹤0.01% 5052
2025
Q1 		$315K Buy
51,391
+8,228
+19% +$78.6K ﹤0.01% 5540
2024
Q4 		$710K Buy
+43,163
New +$964K ﹤0.01% 5265

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

Morgan Stanley's UPB Position: Q2 2026 in Review

Morgan Stanley reduced its Upstream Bio Inc (UPB) stake by 5.1% in Q2 2026, selling an estimated $234K and leaving 524,632 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #4451.

Morgan Stanley first reported a position in UPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.97M in Q1 2026. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Morgan Stanley held 524,632 shares of Upstream Bio Inc worth $3.63M as of Q2 2026.
  • Morgan Stanley sold 27,977 Upstream Bio Inc shares in Q2 2026, an estimated $234K.
  • Upstream Bio Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4451 holding.
  • Morgan Stanley first reported a position in Upstream Bio Inc in Q4 2024 and has held it in 7 quarters since.
  • Morgan Stanley's Upstream Bio Inc position peaked at $4.97M in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.