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Clearstead Advisors’s UiPath PATH Stock Holding History

Clearstead Advisors’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 		$112K Buy
10,263
+3,014
+42% +$32.2K ﹤0.01% 1257
2026
Q1 		$80.5K Sell
7,249
-3,396
-32% -$43.2K ﹤0.01% 1187
2025
Q4 		$174K Buy
10,645
+418
+4% +$6.5K ﹤0.01% 962
2025
Q3 		$137K Sell
10,227
-3,107
-23% -$36.7K ﹤0.01% 963
2025
Q2 		$171K Buy
13,334
+1,964
+17% +$23.6K ﹤0.01% 920
2025
Q1 		$117K Buy
11,370
+6,116
+116% +$78.7K ﹤0.01% 950
2024
Q4 		$66.8K Sell
5,254
-1,000
-16% -$13.2K ﹤0.01% 1106
2024
Q3 		$80.1K Buy
6,254
+500
+9% +$6.12K ﹤0.01% 1086
2024
Q2 		$73K Buy
5,754
+1,600
+39% +$27.7K ﹤0.01% 1075
2024
Q1 		$82.3K Buy
4,154
+1,000
+32% +$23.4K ﹤0.01% 642
2023
Q4 		$78.3K Sell
3,154
-3,014
-49% -$58.8K ﹤0.01% 638
2023
Q3 		$106K Buy
6,168
+2,454
+66% +$40.9K ﹤0.01% 712
2023
Q2 		$61.5K Hold
3,714
– – ﹤0.01% 687
2023
Q1 		$65.2K Sell
3,714
-1,092
-23% -$16.5K ﹤0.01% 606
2022
Q4 		$61.1K Sell
4,806
-1,537
-24% -$19K ﹤0.01% 597
2022
Q3 		$80K Sell
6,343
-4,166
-40% -$73.1K 0.01% 513
2022
Q2 		$191K Sell
10,509
-9,465
-47% -$177K 0.01% 386
2022
Q1 		$431K Sell
19,974
-407
-2% -$13.7K 0.03% 286
2021
Q4 		$879K Buy
20,381
+2,404
+13% +$119K 0.06% 193
2021
Q3 		$946K Buy
+17,977
New +$1.09M 0.07% 181

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

Clearstead Advisors's PATH Position: Q2 2026 in Review

Clearstead Advisors increased its UiPath (PATH) stake by 42% in Q2 2026, buying an estimated $32.2K and bringing the position to 10,263 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Clearstead Advisors first reported a position in PATH in Q3 2021 and has held it in 20 quarters since. The position peaked at $946K in Q3 2021. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Clearstead Advisors held 10,263 shares of UiPath worth $112K as of Q2 2026.
  • Clearstead Advisors bought 3,014 UiPath shares in Q2 2026, an estimated $32.2K.
  • UiPath made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1257 holding.
  • Clearstead Advisors first reported a position in UiPath in Q3 2021 and has held it in 20 quarters since.
  • Clearstead Advisors's UiPath position peaked at $946K in Q3 2021.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.