Cetera Investment Advisers
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Cetera Investment Advisers’s UiPath PATH Stock Holding History

Cetera Investment Advisers’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 		$1.45M Sell
130,918
-18,059
-12% -$230K ﹤0.01% 2569
2025
Q4 		$2.44M Buy
148,977
+61,605
+71% +$959K ﹤0.01% 2033
2025
Q3 		$1.17M Buy
87,372
+15,921
+22% +$188K ﹤0.01% 2644
2025
Q2 		$915K Sell
71,451
-3,245
-4% -$38.9K ﹤0.01% 2454
2025
Q1 		$769K Buy
74,696
+1,652
+2% +$21.3K ﹤0.01% 2490
2024
Q4 		$928K Buy
73,044
+25,954
+55% +$343K ﹤0.01% 2207
2024
Q3 		$603K Sell
47,090
-1,245
-3% -$15.2K ﹤0.01% 2503
2024
Q2 		$613K Sell
48,335
-19,447
-29% -$336K ﹤0.01% 2439
2024
Q1 		$1.54M Buy
67,782
+51,472
+316% +$1.2M ﹤0.01% 1749
2023
Q4 		$405K Buy
16,310
+2,176
+15% +$42.5K ﹤0.01% 1607
2023
Q3 		$242K Sell
14,134
-1,081
-7% -$18K ﹤0.01% 1862
2023
Q2 		$252K Buy
15,215
+1,709
+13% +$27.4K ﹤0.01% 1849
2023
Q1 		$237K Buy
+13,506
New +$204K ﹤0.01% 1845

Other funds holding PATH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Cetera Investment Advisers's PATH Position: Q1 2026 in Review

Cetera Investment Advisers reduced its UiPath (PATH) stake by 12% in Q1 2026, selling an estimated $230K and leaving 130,918 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Cetera Investment Advisers first reported a position in PATH in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.44M in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Cetera Investment Advisers held 130,918 shares of UiPath worth $1.45M as of Q1 2026.
  • Cetera Investment Advisers sold 18,059 UiPath shares in Q1 2026, an estimated $230K.
  • UiPath made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2569 holding.
  • Cetera Investment Advisers first reported a position in UiPath in Q1 2023 and has held it in 13 quarters since.
  • Cetera Investment Advisers's UiPath position peaked at $2.44M in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.