IAAG
PATH icon

Innovative Asset Advisors Group’s UiPath PATH Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-2,146
Closed -$23.8K – 803
2026
Q1 		$23.8K Buy
+2,146
New +$27.3K 0.01% 463

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Innovative Asset Advisors Group's PATH Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of UiPath (PATH) in Q2 2026, closing a stake of 2,146 shares — an estimated $23.8K sold.

Innovative Asset Advisors Group first reported a position in PATH in Q1 2026 and held it in 1 quarter. The position peaked at $23.8K in Q1 2026. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 2,146 UiPath shares in Q2 2026, an estimated $23.8K.
  • Innovative Asset Advisors Group first reported a position in UiPath in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's UiPath position peaked at $23.8K in Q1 2026.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.