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Lloyd Advisory Services’s UiPath PATH Stock Holding History

Lloyd Advisory 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 		$902 Buy
+83
New +$886 ﹤0.01% 571
2026
Q1 		– Sell
-83
Closed -$1.36K – 991
2025
Q4 		$1.36K Buy
+83
New +$1.29K ﹤0.01% 471

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's PATH Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in UiPath (PATH) in Q2 2026: 83 shares worth $902. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in PATH as recently as Q4 2025.

Lloyd Advisory Services first reported a position in PATH in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.36K in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Lloyd Advisory Services held 83 shares of UiPath worth $902 as of Q2 2026.
  • UiPath was a new Lloyd Advisory Services position in Q2 2026.
  • UiPath made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #571 holding.
  • Lloyd Advisory Services first reported a position in UiPath in Q4 2025 and has held it in 2 quarters since.
  • Lloyd Advisory Services's UiPath position peaked at $1.36K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.