Rothwell Investment Advisors, LLC’s UiPath PATH Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$74.5K	Buy	+5,805	New	+$80.7K	0.04%	336

Other funds holding PATH

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PATH Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in UiPath (PATH) in Q3 2026: 5,805 shares worth $74.5K. The stake represents 0.04% of the portfolio and ranks #336 among its holdings.

220 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

Rothwell Investment Advisors, LLC held 5,805 shares of UiPath worth $74.5K as of Q3 2026.
UiPath was a new Rothwell Investment Advisors, LLC position in Q3 2026.
UiPath made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #336 holding.
220 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.