EWA
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Evolution Wealth Advisors’s UiPath PATH Stock Holding History

Evolution 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
Q1 		$180K Buy
16,240
+1,080
+7% +$13.8K 0.02% 173
2025
Q4 		$248K Buy
+15,160
New +$236K 0.03% 146
2021
Q4 		– Sell
-536
Closed -$28K – 489
2021
Q3 		$28K Buy
+536
New +$32.4K 0.01% 280

Other funds holding PATH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Evolution Wealth Advisors's PATH Position: Q1 2026 in Review

Evolution Wealth Advisors increased its UiPath (PATH) stake by 7.1% in Q1 2026, buying an estimated $13.8K and bringing the position to 16,240 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #173.

Evolution Wealth Advisors first reported a position in PATH in Q3 2021 and has held it in 3 quarters since. The position peaked at $248K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Evolution Wealth Advisors held 16,240 shares of UiPath worth $180K as of Q1 2026.
  • Evolution Wealth Advisors bought 1,080 UiPath shares in Q1 2026, an estimated $13.8K.
  • UiPath made up 0.02% of Evolution Wealth Advisors's portfolio in Q1 2026, its #173 holding.
  • Evolution Wealth Advisors first reported a position in UiPath in Q3 2021 and has held it in 3 quarters since.
  • Evolution Wealth Advisors's UiPath position peaked at $248K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.