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
2026
Q1 		– Sell
-30
Closed -$815 – 2554
2025
Q4 		$815 Buy
+30
New +$747 ﹤0.01% 2398

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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SageView Advisory Group's UPB Position: Q1 2026 in Review

SageView Advisory Group sold out of Upstream Bio Inc (UPB) in Q1 2026, closing a stake of 30 shares — an estimated $815 sold.

SageView Advisory Group first reported a position in UPB in Q4 2025 and held it in 1 quarter. The position peaked at $815 in Q4 2025. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • SageView Advisory Group reported no remaining Upstream Bio Inc position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 30 Upstream Bio Inc shares in Q1 2026, an estimated $815.
  • SageView Advisory Group first reported a position in Upstream Bio Inc in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Upstream Bio Inc position peaked at $815 in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.