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	$715	Buy	+700	New	+$7.47K	﹤0.01%	4276

Other funds holding PATH

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.