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
Q2 		$1.44M Buy
132,226
+1,308
+1% +$14K ﹤0.01% 2686
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 $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 $3.38T AUM 44.17% 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

Cetera Investment Advisers's PATH Position: Q2 2026 in Review

Cetera Investment Advisers increased its UiPath (PATH) stake by 1% in Q2 2026, buying an estimated $14K and bringing the position to 132,226 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

Cetera Investment Advisers first reported a position in PATH in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.44M in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Cetera Investment Advisers held 132,226 shares of UiPath worth $1.44M as of Q2 2026.
  • Cetera Investment Advisers bought 1,308 UiPath shares in Q2 2026, an estimated $14K.
  • UiPath made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2686 holding.
  • Cetera Investment Advisers first reported a position in UiPath in Q1 2023 and has held it in 14 quarters since.
  • Cetera Investment Advisers's UiPath position peaked at $2.44M in Q4 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.