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PATH icon

Allworth Financial’s UiPath PATH Stock Holding History

Allworth Financial’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 		$256K Buy
23,537
+1,160
+5% +$12.4K ﹤0.01% 1348
2026
Q1 		$248K Sell
22,377
-2,096
-9% -$26.7K ﹤0.01% 1278
2025
Q4 		$401K Buy
24,473
+2,484
+11% +$38.7K ﹤0.01% 1022
2025
Q3 		$294K Buy
21,989
+13,723
+166% +$162K ﹤0.01% 1105
2025
Q2 		$106K Buy
8,266
+2,595
+46% +$31.1K ﹤0.01% 1514
2025
Q1 		$64.2K Sell
5,671
-999
-15% -$12.9K ﹤0.01% 1441
2024
Q4 		$89.7K Buy
6,670
+100
+2% +$1.32K ﹤0.01% 1318
2024
Q3 		$84.1K Buy
6,570
+338
+5% +$4.14K ﹤0.01% 1164
2024
Q2 		$75.1K Buy
6,232
+3,205
+106% +$55.4K ﹤0.01% 1191
2024
Q1 		$68.6K Buy
3,027
+1,392
+85% +$32.6K ﹤0.01% 1162
2023
Q4 		$40.6K Buy
1,635
+37
+2% +$722 ﹤0.01% 1275
2023
Q3 		$27.3K Buy
1,598
+111
+7% +$1.85K ﹤0.01% 1348
2023
Q2 		$24.6K Sell
1,487
-23
-2% -$369 ﹤0.01% 1413
2023
Q1 		$26.5K Buy
1,510
+7
+0.5% +$106 ﹤0.01% 1302
2022
Q4 		$19.1K Buy
1,503
+1,277
+565% +$15.8K ﹤0.01% 1385
2022
Q3 		$3K Buy
+226
New +$3.96K ﹤0.01% 2049

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

Allworth Financial's PATH Position: Q2 2026 in Review

Allworth Financial increased its UiPath (PATH) stake by 5.2% in Q2 2026, buying an estimated $12.4K and bringing the position to 23,537 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Allworth Financial first reported a position in PATH in Q3 2022 and has held it in 16 quarters since. The position peaked at $401K in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Allworth Financial held 23,537 shares of UiPath worth $256K as of Q2 2026.
  • Allworth Financial bought 1,160 UiPath shares in Q2 2026, an estimated $12.4K.
  • UiPath made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1348 holding.
  • Allworth Financial first reported a position in UiPath in Q3 2022 and has held it in 16 quarters since.
  • Allworth Financial's UiPath position peaked at $401K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.