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Larson Financial Group’s UiPath PATH Stock Holding History

Larson Financial Group’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 		$20.8K Buy
1,909
+961
+101% +$10.3K ﹤0.01% 1993
2026
Q1 		$10.5K Sell
948
-75
-7% -$955 ﹤0.01% 2221
2025
Q4 		$16.8K Sell
1,023
-328
-24% -$5.11K ﹤0.01% 1819
2025
Q3 		$18.1K Buy
1,351
+371
+38% +$4.39K ﹤0.01% 1695
2025
Q2 		$12.5K Buy
980
+722
+280% +$8.66K ﹤0.01% 1701
2025
Q1 		$2.65K Buy
258
+178
+223% +$2.29K ﹤0.01% 2081
2024
Q4 		$1.02K Buy
80
+44
+122% +$582 ﹤0.01% 2041
2024
Q3 		$461 Sell
36
-212
-85% -$2.6K ﹤0.01% 2145
2024
Q2 		$3.15K Buy
248
+234
+1,671% +$4.05K ﹤0.01% 1531
2024
Q1 		$317 Hold
14
– – ﹤0.01% 1601
2023
Q4 		$348 Sell
14
-61
-81% -$1.19K ﹤0.01% 1606
2023
Q3 		$1.28K Sell
75
-100
-57% -$1.67K ﹤0.01% 1447
2023
Q2 		$2.9K Hold
175
– – ﹤0.01% 1206
2023
Q1 		$3.07K Hold
175
– – ﹤0.01% 1175
2022
Q4 		$2.22K Hold
175
– – ﹤0.01% 1177
2022
Q3 		$2K Hold
175
– – ﹤0.01% 1131
2022
Q2 		$3K Hold
175
– – ﹤0.01% 975
2022
Q1 		$4K Hold
175
– – ﹤0.01% 831
2021
Q4 		$8K Buy
+175
New +$8.63K ﹤0.01% 733

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

Larson Financial Group's PATH Position: Q2 2026 in Review

Larson Financial Group increased its UiPath (PATH) stake by 101% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,909 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Larson Financial Group first reported a position in PATH in Q4 2021 and has held it in 19 quarters since. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Larson Financial Group held 1,909 shares of UiPath worth $20.8K as of Q2 2026.
  • Larson Financial Group bought 961 UiPath shares in Q2 2026, an estimated $10.3K.
  • UiPath made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1993 holding.
  • Larson Financial Group first reported a position in UiPath in Q4 2021 and has held it in 19 quarters since.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.