Leo Wealth LLC’s UiPath PATH Stock Holding History

Leo Wealth LLC’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	$127K	Sell	11,482 -44,902	-80%	-$572K	0.01%	446
2025 Q4	$1.02M	Buy	+56,384	New	+$878K	0.07%	175

Other funds holding PATH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TAM

TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Leo Wealth LLC's PATH Position: Q1 2026 in Review

Leo Wealth LLC reduced its UiPath (PATH) stake by 80% in Q1 2026, selling an estimated $572K and leaving 11,482 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #446.

Leo Wealth LLC first reported a position in PATH in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.02M in Q4 2025. 534 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

Leo Wealth LLC held 11,482 shares of UiPath worth $127K as of Q1 2026.
Leo Wealth LLC sold 44,902 UiPath shares in Q1 2026, an estimated $572K.
UiPath made up 0.01% of Leo Wealth LLC's portfolio in Q1 2026, its #446 holding.
Leo Wealth LLC first reported a position in UiPath in Q4 2025 and has held it in 2 quarters since.
Leo Wealth LLC's UiPath position peaked at $1.02M in Q4 2025.
534 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.