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Lauer Wealth’s UiPath PATH Stock Holding History

Lauer Wealth’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 		– Sell
-23,650
Closed -$246K – 86
2026
Q1 		$246K Sell
23,650
-1,000
-4% -$12.7K 0.2% 46
2025
Q4 		$416K Buy
24,650
+1,000
+4% +$15.6K 0.31% 35
2025
Q3 		$395K Sell
23,650
-68,200
-74% -$806K 0.28% 41
2025
Q2 		$223K Buy
91,850
+80,000
+675% +$960K 0.18% 45
2025
Q1 		$140K Buy
+11,850
New +$153K 0.11% 47

Other funds holding PATH

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
AA
Ahara Advisors Jersey City, New Jersey $148M AUM
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Lauer Wealth's PATH Position: Q2 2026 in Review

Lauer Wealth sold out of UiPath (PATH) in Q2 2026, closing a stake of 23,650 shares — an estimated $246K sold.

Lauer Wealth first reported a position in PATH in Q1 2025 and held it in 5 quarters. The position peaked at $416K in Q4 2025. 105 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Lauer Wealth reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Lauer Wealth sold 23,650 UiPath shares in Q2 2026, an estimated $246K.
  • Lauer Wealth first reported a position in UiPath in Q1 2025 and held it in 5 quarters.
  • Lauer Wealth's UiPath position peaked at $416K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.