MWM
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Mosley Wealth Management’s UiPath PATH Stock Holding History

Mosley Wealth Management’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 		$815 Hold
75
– – ﹤0.01% 585
2026
Q1 		$1K Buy
+75
New +$955 ﹤0.01% 416

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mosley Wealth Management's PATH Position: Q2 2026 in Review

Mosley Wealth Management held its UiPath (PATH) position steady in Q2 2026 at 75 shares worth $815. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Mosley Wealth Management first reported a position in PATH in Q1 2026 and has held it in 2 quarters since. The position peaked at $1K in Q1 2026. 246 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Mosley Wealth Management held 75 shares of UiPath worth $815 as of Q2 2026.
  • Mosley Wealth Management left its UiPath share count unchanged in Q2 2026.
  • UiPath made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #585 holding.
  • Mosley Wealth Management first reported a position in UiPath in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's UiPath position peaked at $1K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.