AWM
PATH icon

Accurate Wealth Management’s UiPath PATH Stock Holding History

Accurate Wealth Management’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
Q1 		– Sell
-10,313
Closed -$168K – 562
2025
Q4 		$168K Buy
+10,313
New +$161K 0.02% 501
2023
Q1 		– Sell
-55
Closed -$701 – 1051
2022
Q4 		$701 Buy
+55
New +$680 ﹤0.01% 1441

Other funds holding PATH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Accurate Wealth Management's PATH Position: Q1 2026 in Review

Accurate Wealth Management sold out of UiPath (PATH) in Q1 2026, closing a stake of 10,313 shares — an estimated $168K sold.

Accurate Wealth Management first reported a position in PATH in Q4 2022 and held it in 2 quarters. The position peaked at $168K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Accurate Wealth Management reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 10,313 UiPath shares in Q1 2026, an estimated $168K.
  • Accurate Wealth Management first reported a position in UiPath in Q4 2022 and held it in 2 quarters.
  • Accurate Wealth Management's UiPath position peaked at $168K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.