HHM Wealth Advisors’s UiPath PATH Stock Holding History

HHM Wealth Advisors’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	$2.83K	Hold	260	–	–	﹤0.01%	788
2026 Q1	$2.89K	Buy	260 +200	+333%	+$2.55K	﹤0.01%	784
2025 Q4	$984	Hold	60	–	–	﹤0.01%	797
2025 Q3	$803	Hold	60	–	–	﹤0.01%	816
2025 Q2	$768	Hold	60	–	–	﹤0.01%	821
2025 Q1	$618	Hold	60	–	–	﹤0.01%	873
2024 Q4	$763	Sell	60 -1,150	-95%	-$15.2K	﹤0.01%	880
2024 Q3	$15.5K	Hold	1,210	–	–	﹤0.01%	503
2024 Q2	$15.3K	Hold	1,210	–	–	﹤0.01%	496
2024 Q1	$27.4K	Hold	1,210	–	–	﹤0.01%	377
2023 Q4	$30.1K	Hold	1,210	–	–	0.01%	359
2023 Q3	$20.7K	Hold	1,210	–	–	﹤0.01%	395
2023 Q2	$20.1K	Hold	1,210	–	–	﹤0.01%	422
2023 Q1	$21.2K	Hold	1,210	–	–	﹤0.01%	409
2022 Q4	$15.4K	Sell	1,210 -245	-17%	-$3.03K	﹤0.01%	396
2022 Q3	$18K	Hold	1,455	–	–	﹤0.01%	362
2022 Q2	$26K	Sell	1,455 -15	-1%	-$280	0.01%	387
2022 Q1	$32K	Buy	1,470 +126	+9%	+$4.25K	0.01%	371
2021 Q4	$58K	Buy	+1,344	New	+$66.3K	0.01%	285

Other funds holding PATH

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Ahara Advisors Jersey City, New Jersey $148M AUM

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

GIS

Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

HHM Wealth Advisors's PATH Position: Q2 2026 in Review

HHM Wealth Advisors held its UiPath (PATH) position steady in Q2 2026 at 260 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

HHM Wealth Advisors first reported a position in PATH in Q4 2021 and has held it in 19 quarters since. The position peaked at $58K in Q4 2021. 109 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

HHM Wealth Advisors held 260 shares of UiPath worth $2.83K as of Q2 2026.
HHM Wealth Advisors left its UiPath share count unchanged in Q2 2026.
UiPath made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #788 holding.
HHM Wealth Advisors first reported a position in UiPath in Q4 2021 and has held it in 19 quarters since.
HHM Wealth Advisors's UiPath position peaked at $58K in Q4 2021.
109 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.