PWA
UPB

Physician Wealth Advisors’s Upstream Bio Inc UPB Stock Holding History

Physician Wealth Advisors’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 		$1.11K Buy
+160
New +$1.34K ﹤0.01% 1794
2025
Q2 		– Sell
-69
Closed -$423 – 2013
2025
Q1 		$423 Buy
+69
New +$659 ﹤0.01% 1379

Other funds holding UPB

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Physician Wealth Advisors's UPB Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Upstream Bio Inc (UPB) in Q2 2026: 160 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #1794 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in UPB as recently as Q1 2025.

Physician Wealth Advisors first reported a position in UPB in Q1 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Physician Wealth Advisors held 160 shares of Upstream Bio Inc worth $1.11K as of Q2 2026.
  • Upstream Bio Inc was a new Physician Wealth Advisors position in Q2 2026.
  • Upstream Bio Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1794 holding.
  • Physician Wealth Advisors first reported a position in Upstream Bio Inc in Q1 2025 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.