ORG Wealth Partners’s UiPath PATH Stock Holding History

ORG Wealth Partners’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	$293	Hold	27	–	–	﹤0.01%	666
2026 Q1	$299	Hold	27	–	–	﹤0.01%	629
2025 Q4	$442	Hold	27	–	–	﹤0.01%	581
2025 Q3	$361	Hold	27	–	–	﹤0.01%	600
2025 Q2	$342	Hold	27	–	–	﹤0.01%	637
2025 Q1	$283	Buy	+27	New	+$347	﹤0.01%	729

Other funds holding PATH

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ORG Wealth Partners's PATH Position: Q2 2026 in Review

ORG Wealth Partners held its UiPath (PATH) position steady in Q2 2026 at 27 shares worth $293. The position accounts for ﹤0.01% of the portfolio, ranked #666.

ORG Wealth Partners first reported a position in PATH in Q1 2025 and has held it in 6 quarters since. The position peaked at $442 in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

ORG Wealth Partners held 27 shares of UiPath worth $293 as of Q2 2026.
ORG Wealth Partners left its UiPath share count unchanged in Q2 2026.
UiPath made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #666 holding.
ORG Wealth Partners first reported a position in UiPath in Q1 2025 and has held it in 6 quarters since.
ORG Wealth Partners's UiPath position peaked at $442 in Q4 2025.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.