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Foundations Investment Advisors’s UiPath PATH Stock Holding History

Foundations Investment 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 		– Sell
-15,178
Closed -$168K – 1276
2026
Q1 		$168K Buy
+15,178
New +$193K ﹤0.01% 1124
2025
Q4 		– Sell
-11,193
Closed -$150K – 1166
2025
Q3 		$150K Buy
+11,193
New +$132K ﹤0.01% 1013
2022
Q1 		– Sell
-5,656
Closed -$225K – 364
2021
Q4 		$225K Sell
5,656
-67
-1% -$3.3K 0.01% 316
2021
Q3 		$294K Buy
+5,723
New +$346K 0.01% 253

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

Foundations Investment Advisors's PATH Position: Q2 2026 in Review

Foundations Investment Advisors sold out of UiPath (PATH) in Q2 2026, closing a stake of 15,178 shares — an estimated $168K sold.

Foundations Investment Advisors first reported a position in PATH in Q3 2021 and held it in 4 quarters. The position peaked at $294K in Q3 2021. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Foundations Investment Advisors reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 15,178 UiPath shares in Q2 2026, an estimated $168K.
  • Foundations Investment Advisors first reported a position in UiPath in Q3 2021 and held it in 4 quarters.
  • Foundations Investment Advisors's UiPath position peaked at $294K in Q3 2021.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.