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Diversified Trust’s UiPath PATH Stock Holding History

Diversified Trust’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 		– Sell
-14,929
Closed -$166K – 1180
2026
Q1 		$166K Sell
14,929
-52,985
-78% -$675K ﹤0.01% 988
2025
Q4 		$1.11M Sell
67,914
-7,995
-11% -$124K 0.02% 406
2025
Q3 		$1.02M Buy
75,909
+20,365
+37% +$241K 0.02% 421
2025
Q2 		$711K Sell
55,544
-210
-0.4% -$2.52K 0.02% 480
2025
Q1 		$574K Sell
55,754
-487
-0.9% -$6.27K 0.01% 536
2024
Q4 		$715K Buy
+56,241
New +$743K 0.02% 480
2024
Q3 		– Sell
-31,815
Closed -$403K – 951
2024
Q2 		$403K Buy
31,815
+7,429
+30% +$128K 0.01% 598
2024
Q1 		$553K Buy
+24,386
New +$571K 0.02% 488
2023
Q3 		– Sell
-17,067
Closed -$283K – 900
2023
Q2 		$283K Buy
17,067
+3,218
+23% +$51.6K 0.01% 658
2023
Q1 		$243K Sell
13,849
-709
-5% -$10.7K 0.01% 705
2022
Q4 		$185K Buy
+14,558
New +$180K 0.01% 734

Other funds holding PATH

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
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Diversified Trust's PATH Position: Q2 2026 in Review

Diversified Trust sold out of UiPath (PATH) in Q2 2026, closing a stake of 14,929 shares — an estimated $166K sold.

Diversified Trust first reported a position in PATH in Q4 2022 and held it in 11 quarters. The position peaked at $1.11M in Q4 2025. 66 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Diversified Trust reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 14,929 UiPath shares in Q2 2026, an estimated $166K.
  • Diversified Trust first reported a position in UiPath in Q4 2022 and held it in 11 quarters.
  • Diversified Trust's UiPath position peaked at $1.11M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.