EWM
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Evolution Wealth Management’s UiPath PATH Stock Holding History

Evolution Wealth Management’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 		$8.98K Hold
809
– – 0.01% 528
2025
Q4 		$13.3K Hold
809
– – 0.01% 407
2025
Q3 		$10.8K Hold
809
– – 0.01% 364
2025
Q2 		$10.4K Buy
+809
New +$9.71K 0.01% 356

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 Management's PATH Position: Q1 2026 in Review

Evolution Wealth Management held its UiPath (PATH) position steady in Q1 2026 at 809 shares worth $8.98K. The position accounts for 0.01% of the portfolio, ranked #528.

Evolution Wealth Management first reported a position in PATH in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.3K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Evolution Wealth Management held 809 shares of UiPath worth $8.98K as of Q1 2026.
  • Evolution Wealth Management left its UiPath share count unchanged in Q1 2026.
  • UiPath made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #528 holding.
  • Evolution Wealth Management first reported a position in UiPath in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's UiPath position peaked at $13.3K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.