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NBC Securities’s UiPath PATH Stock Holding History

NBC Securities’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 		$174K Buy
16,000
+10,000
+167% +$107K 0.01% 894
2026
Q1 		$66.6K Buy
+6,000
New +$76.4K 0.01% 1214
2024
Q4 		– Sell
-561
Closed -$7K – 1831
2024
Q3 		$7K Hold
561
– – ﹤0.01% 1830
2024
Q2 		$7K Buy
561
+461
+461% +$7.97K ﹤0.01% 1782
2024
Q1 		$2K Hold
100
– – ﹤0.01% 2005
2023
Q4 		$2K Sell
100
-25
-20% -$488 ﹤0.01% 2025
2023
Q3 		$2K Buy
+125
New +$2.08K ﹤0.01% 2020

Other funds holding PATH

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NBC Securities's PATH Position: Q2 2026 in Review

NBC Securities increased its UiPath (PATH) stake by 167% in Q2 2026, buying an estimated $107K and bringing the position to 16,000 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #894.

NBC Securities first reported a position in PATH in Q3 2023 and has held it in 7 quarters since. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • NBC Securities held 16,000 shares of UiPath worth $174K as of Q2 2026.
  • NBC Securities bought 10,000 UiPath shares in Q2 2026, an estimated $107K.
  • UiPath made up 0.01% of NBC Securities's portfolio in Q2 2026, its #894 holding.
  • NBC Securities first reported a position in UiPath in Q3 2023 and has held it in 7 quarters since.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.