HWM
PATH icon

HB Wealth Management’s UiPath PATH Stock Holding History

HB 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
Q2 		$162K Sell
14,871
-1,451
-9% -$15.5K ﹤0.01% 1621
2026
Q1 		$181K Sell
16,322
-1,054
-6% -$13.4K ﹤0.01% 1457
2025
Q4 		$285K Buy
17,376
+6,776
+64% +$105K ﹤0.01% 1162
2025
Q3 		$142K Buy
+10,600
New +$125K ﹤0.01% 1297
2025
Q1 		– Sell
-24,072
Closed -$306K – 1264
2024
Q4 		$306K Sell
24,072
-201
-0.8% -$2.66K ﹤0.01% 808
2024
Q3 		$311K Buy
24,273
+1,150
+5% +$14.1K ﹤0.01% 748
2024
Q2 		$293K Buy
+23,123
New +$400K ﹤0.01% 719

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

HB Wealth Management's PATH Position: Q2 2026 in Review

HB Wealth Management reduced its UiPath (PATH) stake by 8.9% in Q2 2026, selling an estimated $15.5K and leaving 14,871 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

HB Wealth Management first reported a position in PATH in Q2 2024 and has held it in 7 quarters since. The position peaked at $311K in Q3 2024. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • HB Wealth Management held 14,871 shares of UiPath worth $162K as of Q2 2026.
  • HB Wealth Management sold 1,451 UiPath shares in Q2 2026, an estimated $15.5K.
  • UiPath made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1621 holding.
  • HB Wealth Management first reported a position in UiPath in Q2 2024 and has held it in 7 quarters since.
  • HB Wealth Management's UiPath position peaked at $311K in Q3 2024.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.