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Evolve Private Wealth’s UiPath PATH Stock Holding History

Evolve Private Wealth’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 		$228K Buy
+20,932
New +$223K 0.01% 877
2026
Q1 		– Sell
-10,430
Closed -$171K – 1042
2025
Q4 		$171K Buy
+10,430
New +$162K 0.01% 883

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's PATH Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in UiPath (PATH) in Q2 2026: 20,932 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #877 among its holdings. This is a return to the name: Evolve Private Wealth previously reported a position in PATH as recently as Q4 2025.

Evolve Private Wealth first reported a position in PATH in Q4 2025 and has held it in 2 quarters since. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Evolve Private Wealth held 20,932 shares of UiPath worth $228K as of Q2 2026.
  • UiPath was a new Evolve Private Wealth position in Q2 2026.
  • UiPath made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #877 holding.
  • Evolve Private Wealth first reported a position in UiPath in Q4 2025 and has held it in 2 quarters since.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.