Wellington Management Group
UPB

Wellington Management Group’s Upstream Bio Inc UPB Stock Holding History

Wellington Management 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 		$2.37M Hold
342,353
– – ﹤0.01% 1591
2026
Q1 		$3.08M Sell
342,353
-552,380
-62% -$9.94M ﹤0.01% 1482
2025
Q4 		$24.3M Sell
894,733
-230,662
-20% -$5.74M ﹤0.01% 967
2025
Q3 		$21.2M Sell
1,125,395
-99,900
-8% -$1.55M ﹤0.01% 992
2025
Q2 		$13.5M Sell
1,225,295
-88,162
-7% -$814K ﹤0.01% 1112
2025
Q1 		$8.03M Sell
1,313,457
-269,697
-17% -$2.58M ﹤0.01% 1258
2024
Q4 		$25.6M Buy
+1,583,154
New +$35.3M ﹤0.01% 895

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group's UPB Position: Q2 2026 in Review

Wellington Management Group held its Upstream Bio Inc (UPB) position steady in Q2 2026 at 342,353 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Wellington Management Group first reported a position in UPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.6M in Q4 2024. 149 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Wellington Management Group held 342,353 shares of Upstream Bio Inc worth $2.37M as of Q2 2026.
  • Wellington Management Group left its Upstream Bio Inc share count unchanged in Q2 2026.
  • Upstream Bio Inc made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1591 holding.
  • Wellington Management Group first reported a position in Upstream Bio Inc in Q4 2024 and has held it in 7 quarters since.
  • Wellington Management Group's Upstream Bio Inc position peaked at $25.6M in Q4 2024.
  • 149 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

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