Advisory Services Network’s UiPath PATH Stock Holding History

Advisory Services Network’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	$135K	Sell	12,156 -1,579	-11%	-$20.1K	﹤0.01%	2031
2025 Q4	$225K	Buy	13,735 +1,597	+13%	+$24.9K	﹤0.01%	1643
2025 Q3	$162K	Sell	12,138 -37,172	-75%	-$439K	﹤0.01%	1799
2025 Q2	$579K	Sell	49,310 -3,530	-7%	-$42.4K	0.01%	1092
2025 Q1	$544K	Buy	52,840 +39,621	+300%	+$510K	0.01%	1011
2024 Q4	$168K	Sell	13,219 -3,049	-19%	-$40.3K	﹤0.01%	1503
2024 Q3	$206K	Hold	16,268	–	–	﹤0.01%	1384
2024 Q2	$206K	Buy	+16,268	New	+$281K	﹤0.01%	1384
2024 Q1	–	Sell	-4,638	Closed	-$115K	–	2990
2023 Q4	$115K	Buy	+4,638	New	+$90.5K	﹤0.01%	1560
2023 Q2	–	Sell	-663	Closed	-$11.6K	–	2976
2023 Q1	$11.6K	Sell	663 -200	-23%	-$3.02K	﹤0.01%	2807
2022 Q4	$11K	Buy	+863	New	+$10.7K	﹤0.01%	2817
2021 Q3	–	Sell	-81	Closed	-$5K	–	2674
2021 Q2	$5K	Buy	+81	New	+$5.94K	﹤0.01%	3081

Other funds holding PATH

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Advisory Services Network's PATH Position: Q1 2026 in Review

Advisory Services Network reduced its UiPath (PATH) stake by 11% in Q1 2026, selling an estimated $20.1K and leaving 12,156 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

Advisory Services Network first reported a position in PATH in Q2 2021 and has held it in 12 quarters since. The position peaked at $579K in Q2 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

Advisory Services Network held 12,156 shares of UiPath worth $135K as of Q1 2026.
Advisory Services Network sold 1,579 UiPath shares in Q1 2026, an estimated $20.1K.
UiPath made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2031 holding.
Advisory Services Network first reported a position in UiPath in Q2 2021 and has held it in 12 quarters since.
Advisory Services Network's UiPath position peaked at $579K in Q2 2025.
533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.