Creative Planning
PATH icon

Creative Planning’s UiPath PATH Stock Holding History

Creative Planning’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 		$1.53M Sell
140,610
-45,135
-24% -$482K ﹤0.01% 2309
2026
Q1 		$2.06M Buy
185,745
+37,122
+25% +$473K ﹤0.01% 1872
2025
Q4 		$2.44M Buy
148,623
+45,478
+44% +$708K ﹤0.01% 1570
2025
Q3 		$1.38M Buy
103,145
+22,522
+28% +$266K ﹤0.01% 1833
2025
Q2 		$1.03M Buy
80,623
+8,460
+12% +$102K ﹤0.01% 1822
2025
Q1 		$743K Buy
72,163
+30,833
+75% +$397K ﹤0.01% 1962
2024
Q4 		$525K Sell
41,330
-17,689
-30% -$234K ﹤0.01% 2174
2024
Q3 		$744K Buy
59,019
+10,258
+21% +$126K ﹤0.01% 1765
2024
Q2 		$618K Sell
48,761
-2,294
-4% -$39.7K ﹤0.01% 1783
2024
Q1 		$1.16M Buy
51,055
+17,485
+52% +$409K ﹤0.01% 1243
2023
Q4 		$834K Sell
33,570
-10,171
-23% -$199K ﹤0.01% 1341
2023
Q3 		$748K Buy
43,741
+10,519
+32% +$175K ﹤0.01% 1306
2023
Q2 		$550K Buy
33,222
+12,267
+59% +$197K ﹤0.01% 1487
2023
Q1 		$368K Sell
20,955
-7,265
-26% -$110K ﹤0.01% 1667
2022
Q4 		$359K Buy
28,220
+13,797
+96% +$170K ﹤0.01% 1609
2022
Q3 		$182K Buy
14,423
+4,260
+42% +$74.7K ﹤0.01% 1936
2022
Q2 		$185K Buy
10,163
+666
+7% +$12.5K ﹤0.01% 1895
2022
Q1 		$205K Buy
9,497
+2,411
+34% +$81.2K ﹤0.01% 1876
2021
Q4 		$306K Buy
7,086
+828
+13% +$40.8K ﹤0.01% 1606
2021
Q3 		$329K Buy
6,258
+1,969
+46% +$119K ﹤0.01% 1535
2021
Q2 		$291K Buy
+4,289
New +$315K ﹤0.01% 1585

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

Creative Planning's PATH Position: Q2 2026 in Review

Creative Planning reduced its UiPath (PATH) stake by 24% in Q2 2026, selling an estimated $482K and leaving 140,610 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

Creative Planning first reported a position in PATH in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.44M in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Creative Planning held 140,610 shares of UiPath worth $1.53M as of Q2 2026.
  • Creative Planning sold 45,135 UiPath shares in Q2 2026, an estimated $482K.
  • UiPath made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2309 holding.
  • Creative Planning first reported a position in UiPath in Q2 2021 and has held it in 21 quarters since.
  • Creative Planning'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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.