NEWAS
UPB

N.E.W. Advisory Services’s Upstream Bio Inc UPB Stock Holding History

N.E.W. Advisory Services’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 		$1.08K Buy
120
+60
+100% +$1.08K ﹤0.01% 871
2025
Q4 		$1.63K Hold
60
– – ﹤0.01% 816
2025
Q3 		$1.13K Buy
+60
New +$932 ﹤0.01% 786

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

N.E.W. Advisory Services's UPB Position: Q1 2026 in Review

N.E.W. Advisory Services increased its Upstream Bio Inc (UPB) stake by 100% in Q1 2026, buying an estimated $1.08K and bringing the position to 120 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

N.E.W. Advisory Services first reported a position in UPB in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.63K in Q4 2025. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • N.E.W. Advisory Services held 120 shares of Upstream Bio Inc worth $1.08K as of Q1 2026.
  • N.E.W. Advisory Services bought 60 Upstream Bio Inc shares in Q1 2026, an estimated $1.08K.
  • Upstream Bio Inc made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q1 2026, its #871 holding.
  • N.E.W. Advisory Services first reported a position in Upstream Bio Inc in Q3 2025 and has held it in 3 quarters since.
  • N.E.W. Advisory Services's Upstream Bio Inc position peaked at $1.63K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.