JFS Wealth Advisors’s UiPath PATH Stock Holding History

JFS Wealth Advisors’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	$261	Buy	+24	New	+$256	﹤0.01%	2095
2026 Q1	–	Sell	-133	Closed	-$2.18K	–	1932
2025 Q4	$2.18K	Buy	133 +53	+66%	+$825	﹤0.01%	1519
2025 Q3	$1.07K	Buy	80 +75	+1,500%	+$887	﹤0.01%	1609
2025 Q2	$64	Hold	5	–	–	﹤0.01%	1826
2025 Q1	$52	Hold	5	–	–	﹤0.01%	1895
2024 Q4	$64	Sell	5 -22	-81%	-$291	﹤0.01%	1902
2024 Q3	$346	Sell	27 -50	-65%	-$612	﹤0.01%	1838
2024 Q2	$977	Buy	77 +66	+600%	+$1.14K	﹤0.01%	1669
2024 Q1	$250	Hold	11	–	–	﹤0.01%	1874
2023 Q4	$274	Hold	11	–	–	﹤0.01%	1865
2023 Q3	$189	Sell	11 -10	-48%	-$167	﹤0.01%	1869
2023 Q2	$348	Buy	+21	New	+$337	﹤0.01%	1807

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

JFS Wealth Advisors's PATH Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in UiPath (PATH) in Q2 2026: 24 shares worth $261. The stake represents ﹤0.01% of the portfolio and ranks #2095 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in PATH as recently as Q4 2025.

JFS Wealth Advisors first reported a position in PATH in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.18K in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

JFS Wealth Advisors held 24 shares of UiPath worth $261 as of Q2 2026.
UiPath was a new JFS Wealth Advisors position in Q2 2026.
UiPath made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2095 holding.
JFS Wealth Advisors first reported a position in UiPath in Q2 2023 and has held it in 12 quarters since.
JFS Wealth Advisors's UiPath position peaked at $2.18K in Q4 2025.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.