PWM
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Peterson Wealth Management’s UiPath PATH Stock Holding History

Peterson 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 		$61.4K Buy
5,650
+2,700
+92% +$28.8K 0.03% 71
2026
Q1 		$32.7K Buy
+2,950
New +$37.6K 0.02% 91

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

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

Peterson Wealth Management increased its UiPath (PATH) stake by 92% in Q2 2026, buying an estimated $28.8K and bringing the position to 5,650 shares worth $61.4K. The position accounts for 0.03% of the portfolio, ranked #71.

Peterson Wealth Management first reported a position in PATH in Q1 2026 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Peterson Wealth Management held 5,650 shares of UiPath worth $61.4K as of Q2 2026.
  • Peterson Wealth Management bought 2,700 UiPath shares in Q2 2026, an estimated $28.8K.
  • UiPath made up 0.03% of Peterson Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Peterson Wealth Management first reported a position in UiPath in Q1 2026 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.