Corient Private Wealth
PATH icon

Corient Private Wealth’s UiPath PATH Stock Holding History

Corient Private Wealth’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 		$1.55M Buy
142,072
+84,428
+146% +$1.08M ﹤0.01% 1401
2025
Q4 		$894K Buy
57,644
+31,816
+123% +$495K ﹤0.01% 1941
2025
Q3 		$346K Sell
25,828
-827
-3% -$9.78K ﹤0.01% 2035
2025
Q2 		$341K Sell
26,655
-1,885
-7% -$22.6K ﹤0.01% 1924
2025
Q1 		$294K Buy
28,540
+11,407
+67% +$147K ﹤0.01% 1866
2024
Q4 		$218K Buy
17,133
+3,374
+25% +$44.6K ﹤0.01% 2072
2024
Q3 		$176K Buy
13,759
+3,274
+31% +$40.1K ﹤0.01% 2245
2024
Q2 		$133K Sell
10,485
-25,991
-71% -$449K ﹤0.01% 2181
2024
Q1 		$827K Buy
36,476
+1,996
+6% +$46.7K ﹤0.01% 1378
2023
Q4 		$856K Buy
34,480
+2,756
+9% +$53.8K ﹤0.01% 1341
2023
Q3 		$543K Buy
31,724
+1,723
+6% +$28.7K ﹤0.01% 1450
2023
Q2 		$496K Buy
30,001
+13,183
+78% +$211K ﹤0.01% 1455
2023
Q1 		$295K Buy
16,818
+4,075
+32% +$61.6K ﹤0.01% 1616
2022
Q4 		$162K Buy
+12,743
New +$157K ﹤0.01% 1519

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

Corient Private Wealth's PATH Position: Q1 2026 in Review

Corient Private Wealth increased its UiPath (PATH) stake by 146% in Q1 2026, buying an estimated $1.08M and bringing the position to 142,072 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Corient Private Wealth first reported a position in PATH in Q4 2022 and has held it in 14 quarters since. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Corient Private Wealth held 142,072 shares of UiPath worth $1.55M as of Q1 2026.
  • Corient Private Wealth bought 84,428 UiPath shares in Q1 2026, an estimated $1.08M.
  • UiPath made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1401 holding.
  • Corient Private Wealth first reported a position in UiPath in Q4 2022 and has held it in 14 quarters since.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.