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
Q2 		$830 Hold
120
– – ﹤0.01% 939
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 $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

N.E.W. Advisory Services's UPB Position: Q2 2026 in Review

N.E.W. Advisory Services held its Upstream Bio Inc (UPB) position steady in Q2 2026 at 120 shares worth $830. The position accounts for ﹤0.01% of the portfolio, ranked #939.

N.E.W. Advisory Services first reported a position in UPB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.63K in Q4 2025. 149 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • N.E.W. Advisory Services held 120 shares of Upstream Bio Inc worth $830 as of Q2 2026.
  • N.E.W. Advisory Services left its Upstream Bio Inc share count unchanged in Q2 2026.
  • Upstream Bio Inc made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #939 holding.
  • N.E.W. Advisory Services first reported a position in Upstream Bio Inc in Q3 2025 and has held it in 4 quarters since.
  • N.E.W. Advisory Services's Upstream Bio Inc position peaked at $1.63K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.