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Nations Financial Group’s UiPath PATH Stock Holding History

Nations 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 		– Sell
-10,235
Closed -$114K – 823
2026
Q1 		$114K Hold
10,235
– – 0.01% 758
2025
Q4 		$168K Hold
10,235
– – 0.01% 722
2025
Q3 		$137K Hold
10,235
– – 0.01% 696
2025
Q2 		$131K Buy
+10,235
New +$123K 0.01% 666
2025
Q1 		– Sell
-26,305
Closed -$334K – 691
2024
Q4 		$334K Buy
26,305
+215
+0.8% +$2.84K 0.02% 526
2024
Q3 		$334K Buy
26,090
+1,654
+7% +$20.3K 0.02% 541
2024
Q2 		$310K Buy
+24,436
New +$422K 0.03% 523

Other funds holding PATH

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Assenagon Asset Management
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
AA
Ahara Advisors Jersey City, New Jersey $148M AUM
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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

Nations Financial Group sold out of UiPath (PATH) in Q2 2026, closing a stake of 10,235 shares — an estimated $114K sold.

Nations Financial Group first reported a position in PATH in Q2 2024 and held it in 7 quarters. The position peaked at $334K in Q4 2024. 105 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Nations Financial Group reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Nations Financial Group sold 10,235 UiPath shares in Q2 2026, an estimated $114K.
  • Nations Financial Group first reported a position in UiPath in Q2 2024 and held it in 7 quarters.
  • Nations Financial Group's UiPath position peaked at $334K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.