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Institute for Wealth Management’s UiPath PATH Stock Holding History

Institute for 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
Q2 		$47.8K Buy
+4,400
New +$47K ﹤0.01% 881

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Institute for Wealth Management's PATH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in UiPath (PATH) in Q2 2026: 4,400 shares worth $47.8K. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings.

260 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Institute for Wealth Management held 4,400 shares of UiPath worth $47.8K as of Q2 2026.
  • UiPath was a new Institute for Wealth Management position in Q2 2026.
  • UiPath made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #881 holding.
  • 260 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.