AAM
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Advisors Asset Management’s UiPath PATH Stock Holding History

Advisors Asset 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
Q2 		– Sell
-59,877
Closed -$665K – 1469
2026
Q1 		$665K Sell
59,877
-9,017
-13% -$115K 0.01% 897
2025
Q4 		$1.13M Sell
68,894
-541
-0.8% -$8.42K 0.02% 761
2025
Q3 		$929K Sell
69,435
-1,594
-2% -$18.8K 0.02% 808
2025
Q2 		$909K Buy
71,029
+1,623
+2% +$19.5K 0.02% 798
2025
Q1 		$715K Buy
69,406
+59,052
+570% +$760K 0.01% 850
2024
Q4 		$132K Buy
10,354
+6,655
+180% +$88K ﹤0.01% 1181
2024
Q3 		$47.3K Sell
3,699
-89
-2% -$1.09K ﹤0.01% 1306
2024
Q2 		$48K Buy
3,788
+751
+25% +$13K ﹤0.01% 1305
2024
Q1 		$68.8K Buy
3,037
+787
+35% +$18.4K ﹤0.01% 1253
2023
Q4 		$55.9K Buy
2,250
+104
+5% +$2.03K ﹤0.01% 1275
2023
Q3 		$36.7K Buy
2,146
+276
+15% +$4.6K ﹤0.01% 1310
2023
Q2 		$31K Sell
1,870
-2,203
-54% -$35.3K ﹤0.01% 1332
2023
Q1 		$71.5K Sell
4,073
-2,399
-37% -$36.3K ﹤0.01% 1265
2022
Q4 		$82.3K Sell
6,472
-940
-13% -$11.6K ﹤0.01% 1279
2022
Q3 		$93K Buy
7,412
+163
+2% +$2.86K ﹤0.01% 1279
2022
Q2 		$132K Buy
7,249
+754
+12% +$14.1K ﹤0.01% 1239
2022
Q1 		$140K Buy
6,495
+2,771
+74% +$93.4K ﹤0.01% 1305
2021
Q4 		$161K Buy
3,724
+2,658
+249% +$131K ﹤0.01% 1288
2021
Q3 		$56K Buy
+1,066
New +$64.5K ﹤0.01% 1352

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

Advisors Asset Management's PATH Position: Q2 2026 in Review

Advisors Asset Management sold out of UiPath (PATH) in Q2 2026, closing a stake of 59,877 shares — an estimated $665K sold.

Advisors Asset Management first reported a position in PATH in Q3 2021 and held it in 19 quarters. The position peaked at $1.13M in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Advisors Asset Management reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Advisors Asset Management sold 59,877 UiPath shares in Q2 2026, an estimated $665K.
  • Advisors Asset Management first reported a position in UiPath in Q3 2021 and held it in 19 quarters.
  • Advisors Asset Management's UiPath position peaked at $1.13M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

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