HBW
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Hazlett, Burt & Watson’s UiPath PATH Stock Holding History

Hazlett, Burt & Watson’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 		$17K Hold
1,500
– – 0.01% 617
2025
Q4 		$25K Hold
1,500
– – 0.01% 565
2025
Q3 		$20K Hold
1,500
– – 0.01% 564
2025
Q2 		$19K Hold
1,500
– – 0.01% 508
2025
Q1 		$15K Buy
+1,500
New +$19.3K 0.01% 532
2023
Q4 		– Sell
-300
Closed -$5K – 721
2023
Q3 		$5K Buy
+300
New +$5K ﹤0.01% 568

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

Hazlett, Burt & Watson's PATH Position: Q1 2026 in Review

Hazlett, Burt & Watson held its UiPath (PATH) position steady in Q1 2026 at 1,500 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #617.

Hazlett, Burt & Watson first reported a position in PATH in Q3 2023 and has held it in 6 quarters since. The position peaked at $25K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Hazlett, Burt & Watson held 1,500 shares of UiPath worth $17K as of Q1 2026.
  • Hazlett, Burt & Watson left its UiPath share count unchanged in Q1 2026.
  • UiPath made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #617 holding.
  • Hazlett, Burt & Watson first reported a position in UiPath in Q3 2023 and has held it in 6 quarters since.
  • Hazlett, Burt & Watson's UiPath position peaked at $25K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.