AWA
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Alta Wealth Advisors’s UiPath PATH Stock Holding History

Alta Wealth Advisors’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 		$121K Sell
11,113
-12,067
-52% -$129K 0.03% 168
2026
Q1 		$257K Buy
23,180
+3,662
+19% +$46.6K 0.08% 149
2025
Q4 		$320K Buy
19,518
+5,258
+37% +$81.8K 0.11% 127
2025
Q3 		$191K Buy
+14,260
New +$169K 0.07% 153

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

Alta Wealth Advisors's PATH Position: Q2 2026 in Review

Alta Wealth Advisors reduced its UiPath (PATH) stake by 52% in Q2 2026, selling an estimated $129K and leaving 11,113 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #168.

Alta Wealth Advisors first reported a position in PATH in Q3 2025 and has held it in 4 quarters since. The position peaked at $320K in Q4 2025. 527 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Alta Wealth Advisors held 11,113 shares of UiPath worth $121K as of Q2 2026.
  • Alta Wealth Advisors sold 12,067 UiPath shares in Q2 2026, an estimated $129K.
  • UiPath made up 0.03% of Alta Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • Alta Wealth Advisors first reported a position in UiPath in Q3 2025 and has held it in 4 quarters since.
  • Alta Wealth Advisors's UiPath position peaked at $320K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.