RIL
UPB

Rothschild Investment LLC’s Upstream Bio Inc UPB Stock Holding History

Rothschild Investment LLC’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 		$1.99K Buy
287
+226
+370% +$1.89K ﹤0.01% 2769
2026
Q1 		$549 Buy
61
+60
+6,000% +$1.08K ﹤0.01% 3099
2025
Q4 		$27 Buy
+1
New +$25 ﹤0.01% 3319

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

Rothschild Investment LLC's UPB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Upstream Bio Inc (UPB) stake by 370% in Q2 2026, buying an estimated $1.89K and bringing the position to 287 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

Rothschild Investment LLC first reported a position in UPB in Q4 2025 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Rothschild Investment LLC held 287 shares of Upstream Bio Inc worth $1.99K as of Q2 2026.
  • Rothschild Investment LLC bought 226 Upstream Bio Inc shares in Q2 2026, an estimated $1.89K.
  • Upstream Bio Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2769 holding.
  • Rothschild Investment LLC first reported a position in Upstream Bio Inc in Q4 2025 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.