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Avion Wealth’s UiPath PATH Stock Holding History

Avion Wealth’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 		$0 Sell
46
-91
-66% -$972 ﹤0.01% 1653
2026
Q1 		$1K Buy
137
+90
+191% +$1.15K ﹤0.01% 1104
2025
Q4 		$0 Hold
47
– – ﹤0.01% 1494
2025
Q3 		$0 Buy
+47
New +$556 ﹤0.01% 1452
2025
Q2 		– Sell
-60
Closed – – 1491
2025
Q1 		$0 Buy
+60
New +$772 ﹤0.01% 1273
2024
Q4 		– Sell
-96
Closed -$1K – 1214
2024
Q3 		$1K Buy
96
+73
+317% +$894 ﹤0.01% 873
2024
Q2 		$0 Buy
+23
New +$398 ﹤0.01% 1171
2023
Q4 		– Sell
-30
Closed – – 1275
2023
Q3 		$0 Buy
+30
New +$500 ﹤0.01% 1097

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

Avion Wealth's PATH Position: Q2 2026 in Review

Avion Wealth reduced its UiPath (PATH) stake by 66% in Q2 2026, selling an estimated $972 and leaving 46 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Avion Wealth first reported a position in PATH in Q3 2023 and has held it in 8 quarters since. The position peaked at $1K in Q1 2026. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Avion Wealth held 46 shares of UiPath worth $0 as of Q2 2026.
  • Avion Wealth sold 91 UiPath shares in Q2 2026, an estimated $972.
  • UiPath made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1653 holding.
  • Avion Wealth first reported a position in UiPath in Q3 2023 and has held it in 8 quarters since.
  • Avion Wealth's UiPath position peaked at $1K in Q1 2026.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.