Osaic Holdings
UPB

Osaic Holdings’s Upstream Bio Inc UPB Stock Holding History

Osaic Holdings’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 		$131 Sell
19
-370
-95% -$3.1K ﹤0.01% 7816
2026
Q1 		$3.5K Buy
389
+384
+7,680% +$6.91K ﹤0.01% 6844
2025
Q4 		$136 Buy
+5
New +$124 ﹤0.01% 7620
2025
Q3 		– Sell
-42
Closed -$257 – 8033
2025
Q2 		$257 Buy
+42
New +$388 ﹤0.01% 7467
2025
Q1 		– Sell
-17
Closed -$279 – 7770
2024
Q4 		$279 Buy
+17
New +$380 ﹤0.01% 7128

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

Osaic Holdings's UPB Position: Q2 2026 in Review

Osaic Holdings reduced its Upstream Bio Inc (UPB) stake by 95% in Q2 2026, selling an estimated $3.1K and leaving 19 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #7816.

Osaic Holdings first reported a position in UPB in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.5K in Q1 2026. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Osaic Holdings held 19 shares of Upstream Bio Inc worth $131 as of Q2 2026.
  • Osaic Holdings sold 370 Upstream Bio Inc shares in Q2 2026, an estimated $3.1K.
  • Upstream Bio Inc made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7816 holding.
  • Osaic Holdings first reported a position in Upstream Bio Inc in Q4 2024 and has held it in 5 quarters since.
  • Osaic Holdings's Upstream Bio Inc position peaked at $3.5K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

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