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
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 $1.9T AUM 41.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley's UPB Position: Q1 2026 in Review

Morgan Stanley increased its Upstream Bio Inc (UPB) stake by 353% in Q1 2026, buying an estimated $7.75M and bringing the position to 552,609 shares worth $4.97M. The position accounts for ﹤0.01% of the portfolio, ranked #4136.

Morgan Stanley first reported a position in UPB in Q4 2024 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • Morgan Stanley held 552,609 shares of Upstream Bio Inc worth $4.97M as of Q1 2026.
  • Morgan Stanley bought 430,541 Upstream Bio Inc shares in Q1 2026, an estimated $7.75M.
  • Upstream Bio Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4136 holding.
  • Morgan Stanley first reported a position in Upstream Bio Inc in Q4 2024 and has held it in 6 quarters since.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.