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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
Q2 		$109K Sell
10,000
-6,240
-38% -$66.6K 0.01% 178
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 $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

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

Evolution Wealth Advisors reduced its UiPath (PATH) stake by 38% in Q2 2026, selling an estimated $66.6K and leaving 10,000 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #178.

Evolution Wealth Advisors first reported a position in PATH in Q3 2021 and has held it in 4 quarters since. The position peaked at $248K in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Evolution Wealth Advisors held 10,000 shares of UiPath worth $109K as of Q2 2026.
  • Evolution Wealth Advisors sold 6,240 UiPath shares in Q2 2026, an estimated $66.6K.
  • UiPath made up 0.01% of Evolution Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • Evolution Wealth Advisors first reported a position in UiPath in Q3 2021 and has held it in 4 quarters since.
  • Evolution Wealth Advisors's UiPath position peaked at $248K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.