Rockefeller Capital Management
UPB

Rockefeller Capital Management’s Upstream Bio Inc UPB Stock Holding History

Rockefeller Capital Management’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 		$5.11K Hold
738
– – ﹤0.01% 4238
2026
Q1 		$6.64K Buy
+738
New +$13.3K ﹤0.01% 4152

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

Rockefeller Capital Management's UPB Position: Q2 2026 in Review

Rockefeller Capital Management held its Upstream Bio Inc (UPB) position steady in Q2 2026 at 738 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #4238.

Rockefeller Capital Management first reported a position in UPB in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.64K in Q1 2026. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Rockefeller Capital Management held 738 shares of Upstream Bio Inc worth $5.11K as of Q2 2026.
  • Rockefeller Capital Management left its Upstream Bio Inc share count unchanged in Q2 2026.
  • Upstream Bio Inc made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4238 holding.
  • Rockefeller Capital Management first reported a position in Upstream Bio Inc in Q1 2026 and has held it in 2 quarters since.
  • Rockefeller Capital Management's Upstream Bio Inc position peaked at $6.64K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.