Kestra Advisory Services’s UiPath PATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$118K Buy
10,843
+697
+7% +$7.44K ﹤0.01% 3166
2026
Q1
$113K Sell
10,146
-4,351
-30% -$55.4K ﹤0.01% 3018
2025
Q4
$238K Buy
+14,497
New +$226K ﹤0.01% 2734
2025
Q3
Sell
-12,893
Closed -$165K 2996
2025
Q2
$165K Sell
12,893
-6,332
-33% -$76K ﹤0.01% 2683
2025
Q1
$198K Buy
+19,225
New +$247K ﹤0.01% 2480
2024
Q4
Sell
-11,259
Closed -$144K 2776
2024
Q3
$144K Sell
11,259
-7,317
-39% -$89.6K ﹤0.01% 2427
2024
Q2
$236K Sell
18,576
-13,140
-41% -$227K ﹤0.01% 2288
2024
Q1
$719K Buy
31,716
+10,670
+51% +$250K ﹤0.01% 1442
2023
Q4
$523K Buy
+21,046
New +$411K ﹤0.01% 1505
2022
Q1
Sell
-6,559
Closed -$283K 2091
2021
Q4
$283K Buy
6,559
+833
+15% +$41.1K ﹤0.01% 1638
2021
Q3
$301K Buy
+5,726
New +$347K ﹤0.01% 1663

Other funds holding PATH

Kestra Advisory Services's PATH Position: Q2 2026 in Review

Kestra Advisory Services increased its UiPath (PATH) stake by 6.9% in Q2 2026, buying an estimated $7.44K and bringing the position to 10,843 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #3166.

Kestra Advisory Services first reported a position in PATH in Q3 2021 and has held it in 11 quarters since. The position peaked at $719K in Q1 2024. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Kestra Advisory Services held 10,843 shares of UiPath worth $118K as of Q2 2026.
  • Kestra Advisory Services bought 697 UiPath shares in Q2 2026, an estimated $7.44K.
  • UiPath made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3166 holding.
  • Kestra Advisory Services first reported a position in UiPath in Q3 2021 and has held it in 11 quarters since.
  • Kestra Advisory Services's UiPath position peaked at $719K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.