HWM
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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
2024
Q3 		– Sell
-6,000
Closed -$76.1K – 1003
2024
Q2 		$76.1K Buy
+6,000
New +$104K ﹤0.01% 890

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

HB Wealth Management's PATH Position: Q1 2026 in Review

HB Wealth Management reduced its UiPath (PATH) stake by 6.1% in Q1 2026, selling an estimated $13.4K and leaving 16,322 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

HB Wealth Management first reported a position in PATH in Q2 2024 and has held it in 6 quarters since. The position peaked at $311K in Q3 2024. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • HB Wealth Management held 16,322 shares of UiPath worth $181K as of Q1 2026.
  • HB Wealth Management sold 1,054 UiPath shares in Q1 2026, an estimated $13.4K.
  • UiPath made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1457 holding.
  • HB Wealth Management first reported a position in UiPath in Q2 2024 and has held it in 6 quarters since.
  • HB Wealth Management's UiPath position peaked at $311K in Q3 2024.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.