Focus Partners Wealth
PATH icon

Focus Partners Wealth’s UiPath PATH Stock Holding History

Focus Partners 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
Q1 		– Sell
-36,102
Closed -$561K – 2783
2025
Q4 		$561K Buy
36,102
+12,257
+51% +$191K ﹤0.01% 1907
2025
Q3 		$319K Sell
23,845
-33,768
-59% -$399K ﹤0.01% 1810
2025
Q2 		$737K Buy
57,613
+13,840
+32% +$166K ﹤0.01% 1267
2025
Q1 		$451K Sell
43,773
-3,963
-8% -$51K ﹤0.01% 1388
2024
Q4 		$607K Buy
47,736
+19,493
+69% +$258K ﹤0.01% 1242
2024
Q3 		$365K Buy
+28,243
New +$346K ﹤0.01% 1261

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

Focus Partners Wealth's PATH Position: Q1 2026 in Review

Focus Partners Wealth sold out of UiPath (PATH) in Q1 2026, closing a stake of 36,102 shares — an estimated $561K sold.

Focus Partners Wealth first reported a position in PATH in Q3 2024 and held it in 6 quarters. The position peaked at $737K in Q2 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Focus Partners Wealth reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 36,102 UiPath shares in Q1 2026, an estimated $561K.
  • Focus Partners Wealth first reported a position in UiPath in Q3 2024 and held it in 6 quarters.
  • Focus Partners Wealth's UiPath position peaked at $737K in Q2 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.