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Crewe Advisors’s UiPath PATH Stock Holding History

Crewe Advisors’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 		$316 Buy
+29
New +$310 ﹤0.01% 1094
2023
Q4 		– Sell
-7
Closed -$120 – 620
2023
Q3 		$120 Hold
7
– – ﹤0.01% 541
2023
Q2 		$116 Buy
+7
New +$112 ﹤0.01% 851
2021
Q4 		– Sell
-175
Closed -$9K – 447
2021
Q3 		$9K Buy
+175
New +$10.6K ﹤0.01% 274

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 $3.38T AUM 44.17% 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

Crewe Advisors's PATH Position: Q2 2026 in Review

Crewe Advisors opened a new position in UiPath (PATH) in Q2 2026: 29 shares worth $316. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in PATH as recently as Q3 2023.

Crewe Advisors first reported a position in PATH in Q3 2021 and has held it in 4 quarters since. The position peaked at $9K in Q3 2021. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Crewe Advisors held 29 shares of UiPath worth $316 as of Q2 2026.
  • UiPath was a new Crewe Advisors position in Q2 2026.
  • UiPath made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1094 holding.
  • Crewe Advisors first reported a position in UiPath in Q3 2021 and has held it in 4 quarters since.
  • Crewe Advisors's UiPath position peaked at $9K in Q3 2021.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.