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 Q2	$123K	Sell	11,303 -853	-7%	-$9.11K	﹤0.01%	2049
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 $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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Services Network's PATH Position: Q2 2026 in Review

Advisory Services Network reduced its UiPath (PATH) stake by 7% in Q2 2026, selling an estimated $9.11K and leaving 11,303 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Advisory Services Network first reported a position in PATH in Q2 2021 and has held it in 13 quarters since. The position peaked at $579K in Q2 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Advisory Services Network held 11,303 shares of UiPath worth $123K as of Q2 2026.
Advisory Services Network sold 853 UiPath shares in Q2 2026, an estimated $9.11K.
UiPath made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #2049 holding.
Advisory Services Network first reported a position in UiPath in Q2 2021 and has held it in 13 quarters since.
Advisory Services Network's UiPath position peaked at $579K in Q2 2025.
529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.