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Albion Financial Group’s UiPath PATH Stock Holding History

Albion Financial Group’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
-1,000
Closed -$16.4K – 760
2025
Q4 		$16.4K Buy
+1,000
New +$15.6K ﹤0.01% 358
2023
Q3 		– Sell
-1,000
Closed -$16.6K – 498
2023
Q2 		$16.6K Hold
1,000
– – ﹤0.01% 279
2023
Q1 		$17.6K Hold
1,000
– – ﹤0.01% 272
2022
Q4 		$12.7K Hold
1,000
– – ﹤0.01% 288
2022
Q3 		$13K Hold
1,000
– – ﹤0.01% 295
2022
Q2 		$18K Hold
1,000
– – ﹤0.01% 279
2022
Q1 		$22K Hold
1,000
– – ﹤0.01% 308
2021
Q4 		$43K Buy
+1,000
New +$49.3K ﹤0.01% 293

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Albion Financial Group's PATH Position: Q1 2026 in Review

Albion Financial Group sold out of UiPath (PATH) in Q1 2026, closing a stake of 1,000 shares — an estimated $16.4K sold.

Albion Financial Group first reported a position in PATH in Q4 2021 and held it in 8 quarters. The position peaked at $43K in Q4 2021. 534 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Albion Financial Group reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
  • Albion Financial Group sold 1,000 UiPath shares in Q1 2026, an estimated $16.4K.
  • Albion Financial Group first reported a position in UiPath in Q4 2021 and held it in 8 quarters.
  • Albion Financial Group's UiPath position peaked at $43K in Q4 2021.
  • 534 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.