Hennion & Walsh Asset Management’s UiPath PATH Stock Holding History

Hennion & Walsh Asset 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	$677K	Buy	62,288 +21,912	+54%	+$234K	0.02%	671
2026 Q1	$448K	Buy	40,376 +30,266	+299%	+$385K	0.02%	741
2025 Q4	$166K	Sell	10,110 -20,308	-67%	-$316K	0.01%	911
2025 Q3	$407K	Sell	30,418 -1,317	-4%	-$15.6K	0.01%	763
2025 Q2	$406K	Sell	31,735 -519	-2%	-$6.23K	0.02%	739
2025 Q1	$332K	Sell	32,254 -281	-0.9%	-$3.62K	0.01%	745
2024 Q4	$414K	Sell	32,535 -44	-0.1%	-$582	0.02%	673
2024 Q3	$417K	Sell	32,579 -879	-3%	-$10.8K	0.02%	659
2024 Q2	$424K	Buy	33,458 +3,880	+13%	+$67.1K	0.02%	635
2024 Q1	$671K	Buy	29,578 +13,114	+80%	+$307K	0.04%	507
2023 Q4	$409K	Buy	+16,464	New	+$321K	0.02%	600

Other funds holding PATH

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Hennion & Walsh Asset Management's PATH Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its UiPath (PATH) stake by 54% in Q2 2026, buying an estimated $234K and bringing the position to 62,288 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #671.

Hennion & Walsh Asset Management first reported a position in PATH in Q4 2023 and has held it in 11 quarters since. 58 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Hennion & Walsh Asset Management held 62,288 shares of UiPath worth $677K as of Q2 2026.
Hennion & Walsh Asset Management bought 21,912 UiPath shares in Q2 2026, an estimated $234K.
UiPath made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #671 holding.
Hennion & Walsh Asset Management first reported a position in UiPath in Q4 2023 and has held it in 11 quarters since.
58 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.