Physician Wealth Advisors’s UiPath PATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.48K Buy
193
+52
+37% +$723 ﹤0.01% 1470
2026
Q2
$1.53K Buy
+141
New +$1.5K ﹤0.01% 1623
2026
Q1
– Sell
-37
Closed -$607 – 2193
2025
Q4
$607 Buy
+37
New +$576 ﹤0.01% 1782
2025
Q3
– Sell
-86
Closed -$1.1K – 2006
2025
Q2
$1.1K Buy
+86
New +$1.03K ﹤0.01% 1349

Other funds holding PATH

Physician Wealth Advisors's PATH Position: Q3 2026 in Review

Physician Wealth Advisors increased its UiPath (PATH) stake by 37% in Q3 2026, buying an estimated $723 and bringing the position to 193 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Physician Wealth Advisors first reported a position in PATH in Q2 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

  • Physician Wealth Advisors held 193 shares of UiPath worth $2.48K as of Q3 2026.
  • Physician Wealth Advisors bought 52 UiPath shares in Q3 2026, an estimated $723.
  • UiPath made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1470 holding.
  • Physician Wealth Advisors first reported a position in UiPath in Q2 2025 and has held it in 4 quarters since.
  • 274 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.