Medallion Wealth Advisors’s UiPath PATH Stock Holding History

Medallion Wealth Advisors’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	$1.67K	Buy	154 +61	+66%	+$651	﹤0.01%	990
2026 Q1	$1.03K	Hold	93	–	–	﹤0.01%	1060
2025 Q4	$1.52K	Hold	93	–	–	﹤0.01%	1020
2025 Q3	$1.24K	Hold	93	–	–	﹤0.01%	1015
2025 Q2	$1.18K	Buy	93 +6	+7%	+$72	﹤0.01%	1010
2025 Q1	$914	Hold	87	–	–	﹤0.01%	998
2024 Q4	$1.1K	Buy	+87	New	+$1.15K	﹤0.01%	918

Other funds holding PATH

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

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

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

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

Medallion Wealth Advisors's PATH Position: Q2 2026 in Review

Medallion Wealth Advisors increased its UiPath (PATH) stake by 66% in Q2 2026, buying an estimated $651 and bringing the position to 154 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Medallion Wealth Advisors first reported a position in PATH in Q4 2024 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Medallion Wealth Advisors held 154 shares of UiPath worth $1.67K as of Q2 2026.
Medallion Wealth Advisors bought 61 UiPath shares in Q2 2026, an estimated $651.
UiPath made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #990 holding.
Medallion Wealth Advisors first reported a position in UiPath in Q4 2024 and has held it in 7 quarters since.
529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.