BFS
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Burkett Financial Services’s UiPath PATH Stock Holding History

Burkett Financial 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
Q3 		$11.3K Hold
879
– – ﹤0.01% 289
2026
Q2 		$9.55K Hold
879
– – ﹤0.01% 181
2026
Q1 		$9.76K Hold
879
– – ﹤0.01% 171
2025
Q4 		$14.4K Hold
879
– – ﹤0.01% 154
2025
Q3 		$11.8K Hold
879
– – ﹤0.01% 151
2025
Q2 		$11.3K Hold
879
– – ﹤0.01% 143
2025
Q1 		$9.05K Sell
879
-2,045
-70% -$26.3K ﹤0.01% 169
2024
Q4 		$37.2K Sell
2,924
-35
-1% -$463 0.02% 101
2024
Q3 		$37.9K Hold
2,959
– – 0.02% 94
2024
Q2 		$37.5K Hold
2,959
– – 0.02% 89
2024
Q1 		$67.1K Hold
2,959
– – 0.03% 73
2023
Q4 		$73.5K Buy
+2,959
New +$57.8K 0.04% 72

Other funds holding PATH

MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Burkett Financial Services's PATH Position: Q3 2026 in Review

Burkett Financial Services held its UiPath (PATH) position steady in Q3 2026 at 879 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Burkett Financial Services first reported a position in PATH in Q4 2023 and has held it in 12 quarters since. The position peaked at $73.5K in Q4 2023. 21 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

  • Burkett Financial Services held 879 shares of UiPath worth $11.3K as of Q3 2026.
  • Burkett Financial Services left its UiPath share count unchanged in Q3 2026.
  • UiPath made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #289 holding.
  • Burkett Financial Services first reported a position in UiPath in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's UiPath position peaked at $73.5K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.