BIAS
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Beacon Investment Advisory Services’s UiPath PATH Stock Holding History

Beacon Investment Advisory Services’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 		$6.88K Buy
633
+250
+65% +$2.67K ﹤0.01% 657
2026
Q1 		$4.25K Buy
+383
New +$4.88K ﹤0.01% 707

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

Beacon Investment Advisory Services's PATH Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its UiPath (PATH) stake by 65% in Q2 2026, buying an estimated $2.67K and bringing the position to 633 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Beacon Investment Advisory Services first reported a position in PATH in Q1 2026 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Beacon Investment Advisory Services held 633 shares of UiPath worth $6.88K as of Q2 2026.
  • Beacon Investment Advisory Services bought 250 UiPath shares in Q2 2026, an estimated $2.67K.
  • UiPath made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #657 holding.
  • Beacon Investment Advisory Services first reported a position in UiPath in Q1 2026 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.