HWA
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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 		– Hold
0
– – – 621
2026
Q1 		– Hold
0
– – – 627
2025
Q4 		– Hold
0
– – – 525

Other funds holding PATH

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Assenagon Asset Management
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
AA
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 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. 112 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.
  • 112 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.