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WG
UPB
Wellington Group’s
Upstream Bio Inc
UPB
Stock Holding History
Wellington 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
$27K
Buy
3,000
+1,000
+50%
+$18K
0.01%
354
2025
Q4
$54.3K
Buy
+2,000
New
+$49.8K
0.02%
250
Other funds holding UPB
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$1.9T AUM
41.92%
1-Year Est. Return
O
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$4.59B AUM
125.28%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
DC
Decheng Capital
Menlo Park, California
$661M AUM
299.97%
1-Year Est. Return
ES
Enavate Sciences
Menlo Park, California
$352M AUM
220.14%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
YIH
Y-Intercept (HK)
Hong Kong
$5.05B AUM
17.89%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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