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Upstream Bio shares owned by UMA Financial Services

Quarter-by-quarter ownership of Upstream Bio (UPB) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Upstream Bio

Tip: Access up to 7 years of quarterly data

All positions including Upstream Bio held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstream Bio by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1k 160 6.93
2025-03-31 $422 69 6.13

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Upstream Bio

FMR
OrbiMed Advisors
Norges Bank Investment Management
BlackRock
Decheng Capital
Enavate Sciences GP
Vanguard Capital Management
Millennium Management
D. E. Shaw & Co
Jpmorgan Chase & Co
Qube Research & Technologies
Parkman Healthcare Partners
Geode Capital Management
SEB Asset Management AB
Woodline Partners

View all funds holding Upstream Bio