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Bay Harbor Wealth Management’s UiPath PATH Stock Holding History

Bay Harbor Wealth Management’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 		– Sell
-2
Closed -$22 – 1329
2026
Q1 		$22 Sell
2
-14
-88% -$178 ﹤0.01% 1283
2025
Q4 		$262 Buy
16
+3
+23% +$47 ﹤0.01% 1063
2025
Q3 		$173 Buy
13
+11
+550% +$130 ﹤0.01% 1067
2025
Q2 		$25 Buy
+2
New +$24 ﹤0.01% 1238

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

Bay Harbor Wealth Management's PATH Position: Q2 2026 in Review

Bay Harbor Wealth Management sold out of UiPath (PATH) in Q2 2026, closing a stake of 2 shares — an estimated $22 sold.

Bay Harbor Wealth Management first reported a position in PATH in Q2 2025 and held it in 4 quarters. The position peaked at $262 in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Bay Harbor Wealth Management reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 2 UiPath shares in Q2 2026, an estimated $22.
  • Bay Harbor Wealth Management first reported a position in UiPath in Q2 2025 and held it in 4 quarters.
  • Bay Harbor Wealth Management's UiPath position peaked at $262 in Q4 2025.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.