M.E. Allison & Co’s UiPath PATH Stock Holding History

M.E. Allison & Co’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	$631K	Sell	58,080 -10,000	-15%	-$107K	0.36%	75
2026 Q1	$756K	Buy	68,080 +180	+0.3%	+$2.29K	0.5%	57
2025 Q4	$1.11M	Buy	+67,900	New	+$1.06M	0.76%	35
2025 Q3	–	Hold	0	–	–	–	57

Other funds holding PATH

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

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

M.E. Allison & Co's PATH Position: Q2 2026 in Review

M.E. Allison & Co reduced its UiPath (PATH) stake by 15% in Q2 2026, selling an estimated $107K and leaving 58,080 shares worth $631K. The position accounts for 0.36% of the portfolio, ranked #75.

M.E. Allison & Co first reported a position in PATH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2025. 58 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

M.E. Allison & Co held 58,080 shares of UiPath worth $631K as of Q2 2026.
M.E. Allison & Co sold 10,000 UiPath shares in Q2 2026, an estimated $107K.
UiPath made up 0.36% of M.E. Allison & Co's portfolio in Q2 2026, its #75 holding.
M.E. Allison & Co first reported a position in UiPath in Q4 2025 and has held it in 3 quarters since.
M.E. Allison & Co's UiPath position peaked at $1.11M in Q4 2025.
58 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.