CCWM
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Cassaday & Co Wealth Management’s UiPath PATH Stock Holding History

Cassaday & Co Wealth Management’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 		$1.91K Hold
176
– – ﹤0.01% 1027
2026
Q1 		$1.95K Buy
+176
New +$2.24K ﹤0.01% 1070

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

Cassaday & Co Wealth Management's PATH Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its UiPath (PATH) position steady in Q2 2026 at 176 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Cassaday & Co Wealth Management first reported a position in PATH in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.95K in Q1 2026. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Cassaday & Co Wealth Management held 176 shares of UiPath worth $1.91K as of Q2 2026.
  • Cassaday & Co Wealth Management left its UiPath share count unchanged in Q2 2026.
  • UiPath made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1027 holding.
  • Cassaday & Co Wealth Management first reported a position in UiPath in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's UiPath position peaked at $1.95K in Q1 2026.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.