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Integrated Wealth Concepts’s UiPath PATH Stock Holding History

Integrated Wealth Concepts’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 		$115K Buy
+10,544
New +$113K ﹤0.01% 2304
2025
Q4 		– Sell
-10,347
Closed -$138K – 1930
2025
Q3 		$138K Sell
10,347
-34,256
-77% -$405K ﹤0.01% 1895
2025
Q2 		$571K Buy
+44,603
New +$535K 0.01% 1198
2025
Q1 		– Sell
-10,409
Closed -$132K – 1817
2024
Q4 		$132K Buy
+10,409
New +$138K ﹤0.01% 1639
2024
Q2 		– Sell
-17,350
Closed -$393K – 1697
2024
Q1 		$393K Buy
+17,350
New +$406K 0.01% 1168

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

Integrated Wealth Concepts's PATH Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in UiPath (PATH) in Q2 2026: 10,544 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #2304 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PATH as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in PATH in Q1 2024 and has held it in 5 quarters since. The position peaked at $571K in Q2 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Integrated Wealth Concepts held 10,544 shares of UiPath worth $115K as of Q2 2026.
  • UiPath was a new Integrated Wealth Concepts position in Q2 2026.
  • UiPath made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2304 holding.
  • Integrated Wealth Concepts first reported a position in UiPath in Q1 2024 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's UiPath position peaked at $571K in Q2 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.