Physician Wealth Advisors’s UiPath PATH Stock Holding History

Physician Wealth Advisors’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	$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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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 Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Ahara Advisors Jersey City, New Jersey $296M AUM

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Physician Wealth Advisors's PATH Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in UiPath (PATH) in Q2 2026: 141 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in PATH as recently as Q4 2025.

Physician Wealth Advisors first reported a position in PATH in Q2 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Physician Wealth Advisors held 141 shares of UiPath worth $1.53K as of Q2 2026.
UiPath was a new Physician Wealth Advisors position in Q2 2026.
UiPath made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1623 holding.
Physician Wealth Advisors first reported a position in UiPath in Q2 2025 and has held it in 3 quarters since.
161 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.