EWP
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Elevation Wealth Partners’s UiPath PATH Stock Holding History

Elevation Wealth Partners’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 		$7.23K Buy
+665
New +$7.1K ﹤0.01% 918
2023
Q2 		– Sell
-62
Closed -$1.09K – 366
2023
Q1 		$1.09K Buy
+62
New +$937 ﹤0.01% 313

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 $3.37T AUM 44.26% 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

Elevation Wealth Partners's PATH Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in UiPath (PATH) in Q2 2026: 665 shares worth $7.23K. The stake represents ﹤0.01% of the portfolio and ranks #918 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in PATH as recently as Q1 2023.

Elevation Wealth Partners first reported a position in PATH in Q1 2023 and has held it in 2 quarters since. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Elevation Wealth Partners held 665 shares of UiPath worth $7.23K as of Q2 2026.
  • UiPath was a new Elevation Wealth Partners position in Q2 2026.
  • UiPath made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #918 holding.
  • Elevation Wealth Partners first reported a position in UiPath in Q1 2023 and has held it in 2 quarters since.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.