EWA
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EverSource Wealth Advisors’s UiPath PATH Stock Holding History

EverSource Wealth Advisors’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 		$13.7K Sell
1,264
-3,429
-73% -$36.6K ﹤0.01% 2706
2026
Q1 		$52.1K Sell
4,693
-275
-6% -$3.5K ﹤0.01% 1846
2025
Q4 		$81.4K Buy
4,968
+1,329
+37% +$20.7K ﹤0.01% 1427
2025
Q3 		$48.7K Sell
3,639
-13,197
-78% -$156K ﹤0.01% 1730
2025
Q2 		$216K Buy
16,836
+14,330
+572% +$172K 0.01% 820
2025
Q1 		$25.8K Sell
2,506
-468
-16% -$6.02K ﹤0.01% 1559
2024
Q4 		$37.8K Buy
2,974
+1,742
+141% +$23K ﹤0.01% 1313
2024
Q3 		$15.8K Sell
1,232
-2,444
-66% -$29.9K ﹤0.01% 1605
2024
Q2 		$44.7K Buy
3,676
+757
+26% +$13.1K ﹤0.01% 1144
2024
Q1 		$55.4K Buy
2,919
+138
+5% +$3.23K ﹤0.01% 937
2023
Q4 		$69.1K Buy
2,781
+42
+2% +$820 0.01% 774
2023
Q3 		$46.9K Sell
2,739
-61
-2% -$1.02K 0.01% 838
2023
Q2 		$46.4K Sell
2,800
-753
-21% -$12.1K 0.01% 866
2023
Q1 		$62.4K Buy
3,553
+61
+2% +$922 0.01% 706
2022
Q4 		$44.4K Buy
3,492
+3,452
+8,630% +$42.7K 0.01% 806
2022
Q3 		$1K Hold
40
– – ﹤0.01% 1862
2022
Q2 		$1K Hold
40
– – ﹤0.01% 1656
2022
Q1 		$1K Sell
40
-175
-81% -$5.9K ﹤0.01% 1659
2021
Q4 		$10K Buy
+215
New +$10.6K ﹤0.01% 969

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

EverSource Wealth Advisors's PATH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its UiPath (PATH) stake by 73% in Q2 2026, selling an estimated $36.6K and leaving 1,264 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

EverSource Wealth Advisors first reported a position in PATH in Q4 2021 and has held it in 19 quarters since. The position peaked at $216K in Q2 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • EverSource Wealth Advisors held 1,264 shares of UiPath worth $13.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,429 UiPath shares in Q2 2026, an estimated $36.6K.
  • UiPath made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2706 holding.
  • EverSource Wealth Advisors first reported a position in UiPath in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's UiPath position peaked at $216K in Q2 2025.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.