Intentional Wealth Strategies’s UiPath PATH Stock Holding History

Intentional Wealth Strategies’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	-3,414	Closed	-$37.9K	–	654
2026 Q1	$37.9K	Buy	+3,414	New	+$43.5K	0.04%	181

Other funds holding PATH

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Intentional Wealth Strategies's PATH Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of UiPath (PATH) in Q2 2026, closing a stake of 3,414 shares — an estimated $37.9K sold.

Intentional Wealth Strategies first reported a position in PATH in Q1 2026 and held it in 1 quarter. The position peaked at $37.9K in Q1 2026. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Intentional Wealth Strategies reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 3,414 UiPath shares in Q2 2026, an estimated $37.9K.
Intentional Wealth Strategies first reported a position in UiPath in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's UiPath position peaked at $37.9K in Q1 2026.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

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