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180 Wealth Advisors’s UiPath PATH Stock Holding History

180 Wealth Advisors’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.66M Buy
520,891
+339
+0.1% +$3.62K 0.57% 41
2026
Q1 		$5.78M Sell
520,552
-6,408
-1% -$81.6K 0.66% 32
2025
Q4 		$8.64M Sell
526,960
-10,212
-2% -$159K 0.98% 21
2025
Q3 		$7.19M Buy
537,172
+3,647
+0.7% +$43.1K 0.88% 21
2025
Q2 		$6.83M Sell
533,525
-16,671
-3% -$200K 0.95% 18
2025
Q1 		$5.67M Buy
550,196
+64,842
+13% +$834K 0.9% 20
2024
Q4 		$6.17M Buy
485,354
+18,493
+4% +$244K 0.97% 18
2024
Q3 		$5.98M Buy
466,861
+25,989
+6% +$318K 0.94% 17
2024
Q2 		$5.44M Buy
440,872
+238,235
+118% +$4.12M 0.89% 17
2024
Q1 		$4.59M Buy
202,637
+13,687
+7% +$320K 0.83% 19
2023
Q4 		$4.5M Buy
188,950
+492
+0.3% +$9.6K 0.9% 20
2023
Q3 		$3.22M Buy
188,458
+19,435
+11% +$324K 0.73% 26
2023
Q2 		$2.86M Buy
169,023
+16,376
+11% +$263K 0.63% 35
2023
Q1 		$2.68M Buy
152,647
+3,418
+2% +$51.6K 0.62% 39
2022
Q4 		$2.17M Buy
149,229
+2,870
+2% +$35.5K 0.51% 57
2022
Q3 		$1.85M Buy
146,359
+32,663
+29% +$573K 0.51% 55
2022
Q2 		$2.13M Buy
113,696
+15,221
+15% +$285K 0.54% 51
2022
Q1 		$1.98M Buy
98,475
+49,171
+100% +$1.66M 0.43% 65
2021
Q4 		$1.71M Buy
49,304
+39,485
+402% +$1.95M 0.38% 75
2021
Q3 		$491K Buy
+9,819
New +$594K 0.11% 179

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

180 Wealth Advisors's PATH Position: Q2 2026 in Review

180 Wealth Advisors increased its UiPath (PATH) stake by 0.07% in Q2 2026, buying an estimated $3.62K and bringing the position to 520,891 shares worth $5.66M. The position accounts for 0.57% of the portfolio, ranked #41.

180 Wealth Advisors first reported a position in PATH in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.64M in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • 180 Wealth Advisors held 520,891 shares of UiPath worth $5.66M as of Q2 2026.
  • 180 Wealth Advisors bought 339 UiPath shares in Q2 2026, an estimated $3.62K.
  • UiPath made up 0.57% of 180 Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • 180 Wealth Advisors first reported a position in UiPath in Q3 2021 and has held it in 20 quarters since.
  • 180 Wealth Advisors's UiPath position peaked at $8.64M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.