Carson Wealth (CWM LLC)
PATH icon

Carson Wealth (CWM LLC)’s UiPath PATH Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.08M Sell
97,284
-115,837
-54% -$1.48M ﹤0.01% 1494
2025
Q4 		$3.49M Buy
213,121
+12,904
+6% +$201K 0.01% 927
2025
Q3 		$2.68M Sell
200,217
-111,856
-36% -$1.32M 0.01% 966
2025
Q2 		$4M Buy
312,073
+152,988
+96% +$1.84M 0.01% 663
2025
Q1 		$1.64M Sell
159,085
-28,492
-15% -$367K 0.01% 902
2024
Q4 		$2.38M Buy
187,577
+75,369
+67% +$996K 0.01% 719
2024
Q3 		$1.44M Buy
112,208
+94,331
+528% +$1.15M 0.01% 843
2024
Q2 		$227K Buy
17,877
+2,185
+14% +$37.8K ﹤0.01% 1527
2024
Q1 		$356K Buy
15,692
+8,152
+108% +$191K ﹤0.01% 1258
2023
Q4 		$187K Sell
7,540
-1,259
-14% -$24.6K ﹤0.01% 1448
2023
Q3 		$151K Buy
8,799
+1,439
+20% +$24K ﹤0.01% 1427
2023
Q2 		$122K Buy
7,360
+2,340
+47% +$37.5K ﹤0.01% 1470
2023
Q1 		$88K Buy
5,020
+336
+7% +$5.08K ﹤0.01% 1562
2022
Q4 		$60K Sell
4,684
-1,767
-27% -$21.8K ﹤0.01% 1634
2022
Q3 		$81K Buy
6,451
+4,234
+191% +$74.3K ﹤0.01% 1430
2022
Q2 		$40K Buy
+2,217
New +$41.5K ﹤0.01% 1729
2022
Q1 		– Sell
-2,294
Closed -$99K – 3780
2021
Q4 		$99K Buy
+2,294
New +$113K ﹤0.01% 1297
2021
Q2 		$11K Buy
+165
New +$12.1K ﹤0.01% 2071

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PATH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its UiPath (PATH) stake by 54% in Q1 2026, selling an estimated $1.48M and leaving 97,284 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Carson Wealth (CWM LLC) first reported a position in PATH in Q2 2021 and has held it in 18 quarters since. The position peaked at $4M in Q2 2025. 534 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 97,284 shares of UiPath worth $1.08M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 115,837 UiPath shares in Q1 2026, an estimated $1.48M.
  • UiPath made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1494 holding.
  • Carson Wealth (CWM LLC) first reported a position in UiPath in Q2 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s UiPath position peaked at $4M in Q2 2025.
  • 534 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.