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Beaird Harris Wealth Management’s UiPath PATH Stock Holding History

Beaird Harris 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 		$1.63K Buy
+150
New +$1.6K ﹤0.01% 537
2024
Q3 		– Sell
-1,500
Closed -$19K – 656
2024
Q2 		$19K Buy
+1,500
New +$25.9K ﹤0.01% 306

Other funds holding PATH

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Beaird Harris Wealth Management's PATH Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in UiPath (PATH) in Q2 2026: 150 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in PATH as recently as Q2 2024.

Beaird Harris Wealth Management first reported a position in PATH in Q2 2024 and has held it in 2 quarters since. The position peaked at $19K in Q2 2024. 58 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Beaird Harris Wealth Management held 150 shares of UiPath worth $1.63K as of Q2 2026.
  • UiPath was a new Beaird Harris Wealth Management position in Q2 2026.
  • UiPath made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #537 holding.
  • Beaird Harris Wealth Management first reported a position in UiPath in Q2 2024 and has held it in 2 quarters since.
  • Beaird Harris Wealth Management's UiPath position peaked at $19K in Q2 2024.
  • 58 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.