Root Financial Partners’s Upstream Bio Inc UPB Stock Holding History

Root Financial Partners’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	–	Sell	-20	Closed	-$180	–	3369
2026 Q1	$180	Buy	+20	New	+$360	﹤0.01%	3174

Other funds holding UPB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return

Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Root Financial Partners's UPB Position: Q2 2026 in Review

Root Financial Partners sold out of Upstream Bio Inc (UPB) in Q2 2026, closing a stake of 20 shares — an estimated $180 sold.

Root Financial Partners first reported a position in UPB in Q1 2026 and held it in 1 quarter. The position peaked at $180 in Q1 2026. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

Root Financial Partners reported no remaining Upstream Bio Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 20 Upstream Bio Inc shares in Q2 2026, an estimated $180.
Root Financial Partners first reported a position in Upstream Bio Inc in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Upstream Bio Inc position peaked at $180 in Q1 2026.
148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.