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Kestra Private Wealth Services’s UiPath PATH Stock Holding History

Kestra Private Wealth 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
Q2 		$654K Buy
60,184
+2,850
+5% +$30.4K 0.01% 1109
2026
Q1 		$636K Buy
57,334
+13,711
+31% +$175K 0.01% 1082
2025
Q4 		$715K Sell
43,623
-1,677
-4% -$26.1K 0.01% 966
2025
Q3 		$606K Buy
45,300
+8,679
+24% +$103K 0.01% 1011
2025
Q2 		$469K Sell
36,621
-37,019
-50% -$444K 0.01% 1070
2025
Q1 		$758K Buy
73,640
+31
+0% +$399 0.01% 784
2024
Q4 		$936K Sell
73,609
-2,662
-3% -$35.2K 0.02% 673
2024
Q3 		$976K Buy
76,271
+3,075
+4% +$37.7K 0.02% 624
2024
Q2 		$928K Buy
73,196
+31,372
+75% +$542K 0.02% 598
2024
Q1 		$948K Buy
41,824
+2,921
+8% +$68.4K 0.02% 569
2023
Q4 		$966K Sell
38,903
-2,218
-5% -$43.3K 0.02% 538
2023
Q3 		$704K Buy
41,121
+16,493
+67% +$275K 0.02% 557
2023
Q2 		$408K Sell
24,628
-74
-0.3% -$1.19K 0.01% 705
2023
Q1 		$434K Buy
24,702
+803
+3% +$12.1K 0.02% 644
2022
Q4 		$304K Sell
23,899
-1,017
-4% -$12.6K 0.02% 667
2022
Q3 		$314K Buy
24,916
+12,345
+98% +$217K 0.02% 638
2022
Q2 		$229K Sell
12,571
-725
-5% -$13.6K 0.01% 744
2022
Q1 		$287K Buy
13,296
+456
+4% +$15.4K 0.01% 764
2021
Q4 		$554K Buy
+12,840
New +$633K 0.03% 555

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

Kestra Private Wealth Services's PATH Position: Q2 2026 in Review

Kestra Private Wealth Services increased its UiPath (PATH) stake by 5% in Q2 2026, buying an estimated $30.4K and bringing the position to 60,184 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #1109.

Kestra Private Wealth Services first reported a position in PATH in Q4 2021 and has held it in 19 quarters since. The position peaked at $976K in Q3 2024. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Kestra Private Wealth Services held 60,184 shares of UiPath worth $654K as of Q2 2026.
  • Kestra Private Wealth Services bought 2,850 UiPath shares in Q2 2026, an estimated $30.4K.
  • UiPath made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1109 holding.
  • Kestra Private Wealth Services first reported a position in UiPath in Q4 2021 and has held it in 19 quarters since.
  • Kestra Private Wealth Services's UiPath position peaked at $976K in Q3 2024.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

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