Kingsview Wealth Management’s UiPath PATH Stock Holding History

Kingsview Wealth Management’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	–	Sell	-34,086	Closed	-$559K	–	1395
2025 Q4	$559K	Buy	+34,086	New	+$530K	0.01%	808

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

Kingsview Wealth Management's PATH Position: Q1 2026 in Review

Kingsview Wealth Management sold out of UiPath (PATH) in Q1 2026, closing a stake of 34,086 shares — an estimated $559K sold.

Kingsview Wealth Management first reported a position in PATH in Q4 2025 and held it in 1 quarter. The position peaked at $559K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

Kingsview Wealth Management reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
Kingsview Wealth Management sold 34,086 UiPath shares in Q1 2026, an estimated $559K.
Kingsview Wealth Management first reported a position in UiPath in Q4 2025 and held it in 1 quarter.
Kingsview Wealth Management's UiPath position peaked at $559K in Q4 2025.
533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.