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DiNuzzo Private Wealth’s UiPath PATH Stock Holding History

DiNuzzo 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
Q2 		$77 Sell
7
-16
-70% -$171 ﹤0.01% 1307
2026
Q1 		$256 Sell
23
-18
-44% -$229 ﹤0.01% 1210
2025
Q4 		$672 Buy
41
+26
+173% +$405 ﹤0.01% 996
2025
Q3 		$167 Buy
15
+7
+88% +$83 ﹤0.01% 1278
2025
Q2 		$103 Hold
8
– – ﹤0.01% 1300
2025
Q1 		$83 Hold
8
– – ﹤0.01% 1307
2024
Q4 		$102 Sell
8
-15
-65% -$198 ﹤0.01% 1337
2024
Q3 		$295 Sell
23
-4
-15% -$49 ﹤0.01% 1245
2024
Q2 		$343 Buy
27
+26
+2,600% +$450 ﹤0.01% 1156
2024
Q1 		$23 Sell
1
-2
-67% -$47 ﹤0.01% 1352
2023
Q4 		$75 Buy
+3
New +$59 ﹤0.01% 1344

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 $148M AUM
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DiNuzzo Private Wealth's PATH Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its UiPath (PATH) stake by 70% in Q2 2026, selling an estimated $171 and leaving 7 shares worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

DiNuzzo Private Wealth first reported a position in PATH in Q4 2023 and has held it in 11 quarters since. The position peaked at $672 in Q4 2025. 134 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • DiNuzzo Private Wealth held 7 shares of UiPath worth $77 as of Q2 2026.
  • DiNuzzo Private Wealth sold 16 UiPath shares in Q2 2026, an estimated $171.
  • UiPath made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1307 holding.
  • DiNuzzo Private Wealth first reported a position in UiPath in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's UiPath position peaked at $672 in Q4 2025.
  • 134 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.