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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
Q2 		– Sell
-1,500
Closed -$17K – 954
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 $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

Hazlett, Burt & Watson's PATH Position: Q2 2026 in Review

Hazlett, Burt & Watson sold out of UiPath (PATH) in Q2 2026, closing a stake of 1,500 shares — an estimated $17K sold.

Hazlett, Burt & Watson first reported a position in PATH in Q3 2023 and held it in 6 quarters. The position peaked at $25K in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Hazlett, Burt & Watson reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 1,500 UiPath shares in Q2 2026, an estimated $17K.
  • Hazlett, Burt & Watson first reported a position in UiPath in Q3 2023 and held it in 6 quarters.
  • Hazlett, Burt & Watson's UiPath position peaked at $25K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.