Merit Financial Group’s UiPath PATH Stock Holding History

Merit Financial Group’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	$173K	Sell	15,905 -33,252	-68%	-$355K	﹤0.01%	2145
2026 Q1	$546K	Sell	49,157 -24,362	-33%	-$310K	﹤0.01%	1329
2025 Q4	$1.2M	Buy	73,519 +42,258	+135%	+$658K	0.01%	858
2025 Q3	$418K	Sell	31,261 -43,971	-58%	-$520K	﹤0.01%	1286
2025 Q2	$963K	Buy	75,232 +10,584	+16%	+$127K	0.01%	809
2025 Q1	$666K	Buy	64,648 +15,543	+32%	+$200K	0.01%	815
2024 Q4	$624K	Buy	49,105 +31,755	+183%	+$420K	0.01%	643
2024 Q3	$222K	Sell	17,350 -3,603	-17%	-$44.1K	0.01%	762
2024 Q2	$266K	Buy	20,953 +2,056	+11%	+$35.5K	0.01%	759
2024 Q1	$368K	Buy	+18,897	New	+$442K	0.01%	638

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

GIS

Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

TFA

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

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

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

Merit Financial Group's PATH Position: Q2 2026 in Review

Merit Financial Group reduced its UiPath (PATH) stake by 68% in Q2 2026, selling an estimated $355K and leaving 15,905 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Merit Financial Group first reported a position in PATH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.2M in Q4 2025. 73 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Merit Financial Group held 15,905 shares of UiPath worth $173K as of Q2 2026.
Merit Financial Group sold 33,252 UiPath shares in Q2 2026, an estimated $355K.
UiPath made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2145 holding.
Merit Financial Group first reported a position in UiPath in Q1 2024 and has held it in 10 quarters since.
Merit Financial Group's UiPath position peaked at $1.2M in Q4 2025.
73 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.