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Bell Investment Advisors’s UiPath PATH Stock Holding History

Bell Investment 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
Q2 		$522 Sell
48
-48
-50% -$512 ﹤0.01% 1712
2026
Q1 		$1.07K Hold
96
– – ﹤0.01% 1527
2025
Q4 		$1.57K Hold
96
– – ﹤0.01% 1425
2025
Q3 		$1.28K Hold
96
– – ﹤0.01% 1489
2025
Q2 		$1.23K Sell
96
-163
-63% -$1.96K ﹤0.01% 1526
2025
Q1 		$2.67K Buy
259
+102
+65% +$1.31K ﹤0.01% 1190
2024
Q4 		$2K Sell
157
-82
-34% -$1.08K ﹤0.01% 1339
2024
Q3 		$3.06K Sell
239
-219
-48% -$2.68K ﹤0.01% 1174
2024
Q2 		$5.81K Hold
458
– – ﹤0.01% 848
2024
Q1 		$10.4K Sell
458
-23
-5% -$538 ﹤0.01% 578
2023
Q4 		$11.9K Sell
481
-41
-8% -$800 ﹤0.01% 493
2023
Q3 		$8.93K Sell
522
-20
-4% -$333 ﹤0.01% 553
2023
Q2 		$8.98K Sell
542
-39
-7% -$625 ﹤0.01% 551
2023
Q1 		$10.2K Sell
581
-120
-17% -$1.81K ﹤0.01% 478
2022
Q4 		$8.91K Buy
701
+607
+646% +$7.5K ﹤0.01% 531
2022
Q3 		$1K Sell
94
-20
-18% -$351 ﹤0.01% 1516
2022
Q2 		$2K Buy
+114
New +$2.13K ﹤0.01% 1204
2021
Q4 		$1K Buy
27
+10
+59% +$493 ﹤0.01% 1549
2021
Q3 		$1K Buy
+17
New +$1.03K ﹤0.01% 1508

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

Bell Investment Advisors's PATH Position: Q2 2026 in Review

Bell Investment Advisors reduced its UiPath (PATH) stake by 50% in Q2 2026, selling an estimated $512 and leaving 48 shares worth $522. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Bell Investment Advisors first reported a position in PATH in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.9K in Q4 2023. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Bell Investment Advisors held 48 shares of UiPath worth $522 as of Q2 2026.
  • Bell Investment Advisors sold 48 UiPath shares in Q2 2026, an estimated $512.
  • UiPath made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1712 holding.
  • Bell Investment Advisors first reported a position in UiPath in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's UiPath position peaked at $11.9K in Q4 2023.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.