AWA
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Arkadios Wealth Advisors’s UiPath PATH Stock Holding History

Arkadios 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
Q1 		$6.66K Buy
+600
New +$7.64K ﹤0.01% 1689

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

Arkadios Wealth Advisors's PATH Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in UiPath (PATH) in Q1 2026: 20,705 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1501 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in PATH as recently as Q3 2021.

Arkadios Wealth Advisors first reported a position in PATH in Q3 2021 and has held it in 2 quarters since. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Arkadios Wealth Advisors held 20,705 shares of UiPath worth $230K as of Q1 2026.
  • UiPath was a new Arkadios Wealth Advisors position in Q1 2026.
  • UiPath made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1501 holding.
  • Arkadios Wealth Advisors first reported a position in UiPath in Q3 2021 and has held it in 2 quarters since.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.