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
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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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
AA
Ahara Advisors Jersey City, New Jersey $148M AUM
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Burkett Financial Services's PATH Position: Q2 2026 in Review

Burkett Financial Services held its UiPath (PATH) position steady in Q2 2026 at 879 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Burkett Financial Services first reported a position in PATH in Q4 2023 and has held it in 11 quarters since. The position peaked at $73.5K in Q4 2023. 105 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Burkett Financial Services held 879 shares of UiPath worth $9.55K as of Q2 2026.
  • Burkett Financial Services left its UiPath share count unchanged in Q2 2026.
  • UiPath made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #181 holding.
  • Burkett Financial Services first reported a position in UiPath in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's UiPath position peaked at $73.5K in Q4 2023.
  • 105 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.