Dogwood Wealth Management’s UiPath PATH Stock Holding History

Dogwood Wealth Management’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	$1.9K	Hold	175	–	–	﹤0.01%	672
2026 Q1	$1.94K	Hold	175	–	–	﹤0.01%	645
2025 Q4	$2.87K	Hold	175	–	–	﹤0.01%	508
2025 Q3	$2.34K	Hold	175	–	–	﹤0.01%	507
2025 Q2	$2.31K	Hold	175	–	–	﹤0.01%	549
2025 Q1	$1.8K	Hold	175	–	–	﹤0.01%	359
2024 Q4	$2.22K	Buy	+175	New	+$2.31K	﹤0.01%	228

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

Dogwood Wealth Management's PATH Position: Q2 2026 in Review

Dogwood Wealth Management held its UiPath (PATH) position steady in Q2 2026 at 175 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Dogwood Wealth Management first reported a position in PATH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.87K in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Dogwood Wealth Management held 175 shares of UiPath worth $1.9K as of Q2 2026.
Dogwood Wealth Management left its UiPath share count unchanged in Q2 2026.
UiPath made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #672 holding.
Dogwood Wealth Management first reported a position in UiPath in Q4 2024 and has held it in 7 quarters since.
Dogwood Wealth Management's UiPath position peaked at $2.87K in Q4 2025.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.