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 Q2	–	Sell	-3,000	Closed	-$27K	–	395
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return

Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Group's UPB Position: Q2 2026 in Review

Wellington Group sold out of Upstream Bio Inc (UPB) in Q2 2026, closing a stake of 3,000 shares — an estimated $27K sold.

Wellington Group first reported a position in UPB in Q4 2025 and held it in 2 quarters. The position peaked at $54.3K in Q4 2025. 149 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

Wellington Group reported no remaining Upstream Bio Inc position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 3,000 Upstream Bio Inc shares in Q2 2026, an estimated $27K.
Wellington Group first reported a position in Upstream Bio Inc in Q4 2025 and held it in 2 quarters.
Wellington Group's Upstream Bio Inc position peaked at $54.3K in Q4 2025.
149 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.