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Bogart Wealth LLC’s UiPath PATH Stock Holding History

Bogart Wealth LLC’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 		$7.18K Buy
661
+315
+91% +$3.36K ﹤0.01% 1098
2026
Q1 		$3.84K Buy
346
+62
+22% +$790 ﹤0.01% 1134
2025
Q4 		$4.66K Sell
284
-18
-6% -$280 ﹤0.01% 1015
2025
Q3 		$4.04K Sell
302
-48
-14% -$567 ﹤0.01% 1020
2025
Q2 		$4.48K Buy
350
+150
+75% +$1.8K ﹤0.01% 958
2025
Q1 		$2.06K Sell
200
-200
-50% -$2.57K ﹤0.01% 1063
2024
Q4 		$5.08K Hold
400
– – ﹤0.01% 880
2024
Q3 		$5.12K Hold
400
– – ﹤0.01% 825
2024
Q2 		$5.07K Hold
400
– – ﹤0.01% 783
2024
Q1 		$9.07K Buy
400
+200
+100% +$4.68K ﹤0.01% 665
2023
Q4 		$4.97K Buy
+200
New +$3.9K ﹤0.01% 747
2022
Q4 		– Sell
-95
Closed -$1K – 1157
2022
Q3 		$1K Buy
95
+50
+111% +$877 ﹤0.01% 928
2022
Q2 		$1K Buy
+45
New +$841 ﹤0.01% 856

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

Bogart Wealth LLC's PATH Position: Q2 2026 in Review

Bogart Wealth LLC increased its UiPath (PATH) stake by 91% in Q2 2026, buying an estimated $3.36K and bringing the position to 661 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Bogart Wealth LLC first reported a position in PATH in Q2 2022 and has held it in 13 quarters since. The position peaked at $9.07K in Q1 2024. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Bogart Wealth LLC held 661 shares of UiPath worth $7.18K as of Q2 2026.
  • Bogart Wealth LLC bought 315 UiPath shares in Q2 2026, an estimated $3.36K.
  • UiPath made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1098 holding.
  • Bogart Wealth LLC first reported a position in UiPath in Q2 2022 and has held it in 13 quarters since.
  • Bogart Wealth LLC's UiPath position peaked at $9.07K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.