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Golden State Wealth Management’s UiPath PATH Stock Holding History

Golden State 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 		– Sell
-62
Closed -$1.02K – 1700
2025
Q4 		$1.02K Hold
62
– – ﹤0.01% 1513
2025
Q3 		$830 Hold
62
– – ﹤0.01% 1525
2025
Q2 		$794 Hold
62
– – ﹤0.01% 1455
2025
Q1 		$639 Hold
62
– – ﹤0.01% 1479
2024
Q4 		$788 Buy
+62
New +$820 ﹤0.01% 1382

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Golden State Wealth Management's PATH Position: Q1 2026 in Review

Golden State Wealth Management sold out of UiPath (PATH) in Q1 2026, closing a stake of 62 shares — an estimated $1.02K sold.

Golden State Wealth Management first reported a position in PATH in Q4 2024 and held it in 5 quarters. The position peaked at $1.02K in Q4 2025. 534 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Golden State Wealth Management reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 62 UiPath shares in Q1 2026, an estimated $1.02K.
  • Golden State Wealth Management first reported a position in UiPath in Q4 2024 and held it in 5 quarters.
  • Golden State Wealth Management's UiPath position peaked at $1.02K in Q4 2025.
  • 534 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.