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Nikulski Financial’s UiPath PATH Stock Holding History

Nikulski Financial’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 		$683K Sell
62,805
-75
-0.1% -$801 0.15% 118
2026
Q1 		$698K Buy
62,880
+36,888
+142% +$470K 0.17% 107
2025
Q4 		$426K Buy
+25,992
New +$405K 0.1% 123

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AA
Ahara Advisors Jersey City, New Jersey $148M AUM
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Nikulski Financial's PATH Position: Q2 2026 in Review

Nikulski Financial reduced its UiPath (PATH) stake by 0.12% in Q2 2026, selling an estimated $801 and leaving 62,805 shares worth $683K. The position accounts for 0.15% of the portfolio, ranked #118.

Nikulski Financial first reported a position in PATH in Q4 2025 and has held it in 3 quarters since. The position peaked at $698K in Q1 2026. 142 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Nikulski Financial held 62,805 shares of UiPath worth $683K as of Q2 2026.
  • Nikulski Financial sold 75 UiPath shares in Q2 2026, an estimated $801.
  • UiPath made up 0.15% of Nikulski Financial's portfolio in Q2 2026, its #118 holding.
  • Nikulski Financial first reported a position in UiPath in Q4 2025 and has held it in 3 quarters since.
  • Nikulski Financial's UiPath position peaked at $698K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.