PWM
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Palumbo Wealth Management’s UiPath PATH Stock Holding History

Palumbo 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 		$254K Buy
23,399
+367
+2% +$3.92K 0.05% 205
2026
Q1 		$256K Buy
23,032
+3,321
+17% +$42.3K 0.06% 191
2025
Q4 		$323K Buy
19,711
+1,464
+8% +$22.8K 0.08% 162
2025
Q3 		$244K Buy
18,247
+2,316
+15% +$27.4K 0.08% 158
2025
Q2 		$204K Sell
15,931
-51
-0.3% -$612 0.06% 185
2025
Q1 		$165K Buy
15,982
+4,645
+41% +$59.8K 0.06% 173
2024
Q4 		$144K Buy
+11,337
New +$150K 0.05% 163

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

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

Palumbo Wealth Management increased its UiPath (PATH) stake by 1.6% in Q2 2026, buying an estimated $3.92K and bringing the position to 23,399 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #205.

Palumbo Wealth Management first reported a position in PATH in Q4 2024 and has held it in 7 quarters since. The position peaked at $323K in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Palumbo Wealth Management held 23,399 shares of UiPath worth $254K as of Q2 2026.
  • Palumbo Wealth Management bought 367 UiPath shares in Q2 2026, an estimated $3.92K.
  • UiPath made up 0.05% of Palumbo Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Palumbo Wealth Management first reported a position in UiPath in Q4 2024 and has held it in 7 quarters since.
  • Palumbo Wealth Management's UiPath position peaked at $323K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.