Kestra Advisory Services’s UiPath PATH Stock Holding History

Kestra Advisory Services’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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TAM

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Kestra Advisory Services's PATH Position: Q1 2026 in Review

Kestra Advisory Services reduced its UiPath (PATH) stake by 30% in Q1 2026, selling an estimated $55.4K and leaving 10,146 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #3018.

Kestra Advisory Services first reported a position in PATH in Q3 2021 and has held it in 10 quarters since. The position peaked at $719K in Q1 2024. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

Kestra Advisory Services held 10,146 shares of UiPath worth $113K as of Q1 2026.
Kestra Advisory Services sold 4,351 UiPath shares in Q1 2026, an estimated $55.4K.
UiPath made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #3018 holding.
Kestra Advisory Services first reported a position in UiPath in Q3 2021 and has held it in 10 quarters since.
Kestra Advisory Services's UiPath position peaked at $719K in Q1 2024.
533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.