Elevation Wealth Partners
PATH icon

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
Q3 		$8.54K Hold
665
– – ﹤0.01% 945
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Graphene Investments SAS
Graphene Investments SAS Paris, France $185M AUM 30.21% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Elevation Wealth Partners's PATH Position: Q3 2026 in Review

Elevation Wealth Partners held its UiPath (PATH) position steady in Q3 2026 at 665 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Elevation Wealth Partners first reported a position in PATH in Q1 2023 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

  • Elevation Wealth Partners held 665 shares of UiPath worth $8.54K as of Q3 2026.
  • Elevation Wealth Partners left its UiPath share count unchanged in Q3 2026.
  • UiPath made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #945 holding.
  • Elevation Wealth Partners first reported a position in UiPath in Q1 2023 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.