CT
PATH icon

Clearstead Trust’s UiPath PATH Stock Holding History

Clearstead Trust’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 		$1.33K Sell
122
-141
-54% -$1.5K ﹤0.01% 917
2026
Q1 		$2.92K Buy
263
+37
+16% +$471 ﹤0.01% 843
2025
Q4 		$3.71K Hold
226
– – ﹤0.01% 817
2025
Q3 		$3.02K Sell
226
-1,539
-87% -$18.2K ﹤0.01% 883
2025
Q2 		$22.6K Buy
1,765
+1,133
+179% +$13.6K ﹤0.01% 411
2025
Q1 		$6.51K Buy
632
+231
+58% +$2.97K ﹤0.01% 540
2024
Q4 		$5.1K Buy
+401
New +$5.3K ﹤0.01% 385

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 Trust's PATH Position: Q2 2026 in Review

Clearstead Trust reduced its UiPath (PATH) stake by 54% in Q2 2026, selling an estimated $1.5K and leaving 122 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Clearstead Trust first reported a position in PATH in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.6K in Q2 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Clearstead Trust held 122 shares of UiPath worth $1.33K as of Q2 2026.
  • Clearstead Trust sold 141 UiPath shares in Q2 2026, an estimated $1.5K.
  • UiPath made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #917 holding.
  • Clearstead Trust first reported a position in UiPath in Q4 2024 and has held it in 7 quarters since.
  • Clearstead Trust's UiPath position peaked at $22.6K in Q2 2025.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

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