SAG
UPB

SageView Advisory Group’s Upstream Bio Inc UPB Stock Holding History

SageView Advisory Group’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
2025
Q4 		$815 Buy
+30
New +$747 ﹤0.01% 2398

Other funds holding UPB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

SageView Advisory Group's UPB Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Upstream Bio Inc (UPB) in Q4 2025: 30 shares worth $815. The stake represents ﹤0.01% of the portfolio and ranks #2398 among its holdings.

133 funds tracked by Wall St. Rank hold UPB as of Q4 2025.

  • SageView Advisory Group held 30 shares of Upstream Bio Inc worth $815 as of Q4 2025.
  • Upstream Bio Inc was a new SageView Advisory Group position in Q4 2025.
  • Upstream Bio Inc made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2398 holding.
  • 133 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.