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American Trust’s UiPath PATH Stock Holding History

American Trust’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
-11,590
Closed -$190K – 338
2025
Q4 		$190K Hold
11,590
– – 0.02% 323
2025
Q3 		$155K Hold
11,590
– – 0.01% 322
2025
Q2 		$148K Buy
+11,590
New +$139K 0.01% 294
2025
Q1 		– Sell
-11,880
Closed -$151K – 242
2024
Q4 		$151K Buy
+11,880
New +$157K 0.01% 306

Other funds holding PATH

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

American Trust's PATH Position: Q1 2026 in Review

American Trust sold out of UiPath (PATH) in Q1 2026, closing a stake of 11,590 shares — an estimated $190K sold.

American Trust first reported a position in PATH in Q4 2024 and held it in 4 quarters. The position peaked at $190K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • American Trust reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
  • American Trust sold 11,590 UiPath shares in Q1 2026, an estimated $190K.
  • American Trust first reported a position in UiPath in Q4 2024 and held it in 4 quarters.
  • American Trust's UiPath position peaked at $190K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.