Commonwealth Equity Services
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Commonwealth Equity Services’s UiPath PATH Stock Holding History

Commonwealth Equity Services’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 		$895K Sell
82,364
-44,568
-35% -$476K ﹤0.01% 2793
2026
Q1 		$1.41M Buy
126,932
+63,743
+101% +$812K ﹤0.01% 2311
2025
Q4 		$1.04M Buy
63,189
+4,742
+8% +$73.8K ﹤0.01% 2547
2025
Q3 		$782K Sell
58,447
-14,036
-19% -$166K ﹤0.01% 2788
2025
Q2 		$928K Sell
72,483
-16,778
-19% -$201K ﹤0.01% 2637
2025
Q1 		$919K Sell
89,261
-12,689
-12% -$163K ﹤0.01% 2525
2024
Q4 		$1.3M Sell
101,950
-4,408
-4% -$58.3K ﹤0.01% 2204
2024
Q3 		$1.36M Sell
106,358
-1,110
-1% -$13.6K ﹤0.01% 2090
2024
Q2 		$1.36M Buy
107,468
+5,742
+6% +$99.3K ﹤0.01% 2052
2024
Q1 		$2.31M Sell
101,726
-32,972
-24% -$772K ﹤0.01% 1683
2023
Q4 		$3.35M Buy
134,698
+91,430
+211% +$1.78M 0.01% 1359
2023
Q3 		$740K Sell
43,268
-9,512
-18% -$158K ﹤0.01% 2284
2023
Q2 		$875K Buy
52,780
+10,519
+25% +$169K ﹤0.01% 2203
2023
Q1 		$742 Sell
42,261
-37,132
-47% -$561K ﹤0.01% 2248
2022
Q4 		$1.01M Sell
79,393
-4,396
-5% -$54.3K ﹤0.01% 1964
2022
Q3 		$1.06M Buy
83,789
+14,114
+20% +$248K ﹤0.01% 1854
2022
Q2 		$1.27M Buy
69,675
+18,190
+35% +$340K ﹤0.01% 1708
2022
Q1 		$1.11M Buy
51,485
+2,100
+4% +$70.8K ﹤0.01% 1910
2021
Q4 		$2.13M Buy
49,385
+35,265
+250% +$1.74M ﹤0.01% 1457
2021
Q3 		$742K Buy
14,120
+6,381
+82% +$386K ﹤0.01% 2170
2021
Q2 		$525K Buy
+7,739
New +$567K ﹤0.01% 2435

Other funds holding PATH

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AA
Ahara Advisors Jersey City, New Jersey $296M AUM
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services's PATH Position: Q2 2026 in Review

Commonwealth Equity Services reduced its UiPath (PATH) stake by 35% in Q2 2026, selling an estimated $476K and leaving 82,364 shares worth $895K. The position accounts for ﹤0.01% of the portfolio, ranked #2793.

Commonwealth Equity Services first reported a position in PATH in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.35M in Q4 2023. 161 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Commonwealth Equity Services held 82,364 shares of UiPath worth $895K as of Q2 2026.
  • Commonwealth Equity Services sold 44,568 UiPath shares in Q2 2026, an estimated $476K.
  • UiPath made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2793 holding.
  • Commonwealth Equity Services first reported a position in UiPath in Q2 2021 and has held it in 21 quarters since.
  • Commonwealth Equity Services's UiPath position peaked at $3.35M in Q4 2023.
  • 161 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.