Brown, Lisle/Cummings’s UiPath PATH Stock Holding History

Brown, Lisle/Cummings’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%	892
2025 Q3	–	Sell	-150	Closed	-$1.92K	–	779
2025 Q2	$1.92K	Hold	150	–	–	﹤0.01%	654
2025 Q1	$1.54K	Hold	150	–	–	﹤0.01%	670
2024 Q4	$1.91K	Sell	150 -150	-50%	-$1.98K	﹤0.01%	605
2024 Q3	$3.84K	Hold	300	–	–	﹤0.01%	534
2024 Q2	$3.8K	Buy	300 +150	+100%	+$2.59K	﹤0.01%	528
2024 Q1	$3.4K	Hold	150	–	–	﹤0.01%	502
2023 Q4	$3.73K	Hold	150	–	–	﹤0.01%	510
2023 Q3	$2.57K	Hold	150	–	–	﹤0.01%	502
2023 Q2	$2.49K	Hold	150	–	–	﹤0.01%	513
2023 Q1	$2.63K	Hold	150	–	–	﹤0.01%	485
2022 Q4	$1.91K	Hold	150	–	–	﹤0.01%	481
2022 Q3	$1.89K	Hold	150	–	–	﹤0.01%	473
2022 Q2	$2.73K	Hold	150	–	–	﹤0.01%	438
2022 Q1	$3.24K	Buy	+150	New	+$5.05K	﹤0.01%	444

Other funds holding PATH

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brown, Lisle/Cummings's PATH Position: Q2 2026 in Review

Brown, Lisle/Cummings 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 #892 among its holdings. This is a return to the name: Brown, Lisle/Cummings previously reported a position in PATH as recently as Q2 2025.

Brown, Lisle/Cummings first reported a position in PATH in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.84K in Q3 2024. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Brown, Lisle/Cummings held 150 shares of UiPath worth $1.63K as of Q2 2026.
UiPath was a new Brown, Lisle/Cummings position in Q2 2026.
UiPath made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #892 holding.
Brown, Lisle/Cummings first reported a position in UiPath in Q1 2022 and has held it in 15 quarters since.
Brown, Lisle/Cummings's UiPath position peaked at $3.84K in Q3 2024.
529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.