TWD
UPB

True Wealth Design’s Upstream Bio Inc UPB Stock Holding History

True Wealth Design’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
Q3 		– Sell
-31
Closed -$341 – 2916
2025
Q2 		$341 Buy
31
+15
+94% +$139 ﹤0.01% 1882
2025
Q1 		$98 Buy
+16
New +$153 ﹤0.01% 2203

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
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $163M AUM 107.06% 1-Year Est. Return

True Wealth Design's UPB Position: Q3 2025 in Review

True Wealth Design sold out of Upstream Bio Inc (UPB) in Q3 2025, closing a stake of 31 shares — an estimated $341 sold.

True Wealth Design first reported a position in UPB in Q1 2025 and held it in 2 quarters. The position peaked at $341 in Q2 2025. 95 funds tracked by Wall St. Rank hold UPB as of Q3 2025.

  • True Wealth Design reported no remaining Upstream Bio Inc position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 31 Upstream Bio Inc shares in Q3 2025, an estimated $341.
  • True Wealth Design first reported a position in Upstream Bio Inc in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's Upstream Bio Inc position peaked at $341 in Q2 2025.
  • 95 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.