HWM
PATH icon

HighMark Wealth Management’s UiPath PATH Stock Holding History

HighMark 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
Q1 		– Sell
-1,550
Closed -$25.4K – 589
2025
Q4 		$25.4K Buy
+1,550
New +$24.1K 0.01% 223
2024
Q3 		– Sell
-20
Closed – – 614
2024
Q2 		$0 Sell
20
-1,155
-98% -$20K ﹤0.01% 606
2024
Q1 		$26.6K Buy
1,175
+100
+9% +$2.34K 0.02% 177
2023
Q4 		$26.7K Buy
+1,075
New +$21K 0.02% 168

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

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

HighMark Wealth Management sold out of UiPath (PATH) in Q1 2026, closing a stake of 1,550 shares — an estimated $25.4K sold.

HighMark Wealth Management first reported a position in PATH in Q4 2023 and held it in 4 quarters. The position peaked at $26.7K in Q4 2023. 534 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • HighMark Wealth Management reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
  • HighMark Wealth Management sold 1,550 UiPath shares in Q1 2026, an estimated $25.4K.
  • HighMark Wealth Management first reported a position in UiPath in Q4 2023 and held it in 4 quarters.
  • HighMark Wealth Management's UiPath position peaked at $26.7K in Q4 2023.
  • 534 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.