Pinnacle Family Advisors’s UiPath PATH Stock Holding History

Pinnacle Family 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 Q1	–	Sell	-15,250	Closed	-$250K	–	147
2025 Q4	$250K	Buy	+15,250	New	+$237K	0.11%	122

Other funds holding PATH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TAM

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Pinnacle Family Advisors's PATH Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of UiPath (PATH) in Q1 2026, closing a stake of 15,250 shares — an estimated $250K sold.

Pinnacle Family Advisors first reported a position in PATH in Q4 2025 and held it in 1 quarter. The position peaked at $250K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

Pinnacle Family Advisors reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 15,250 UiPath shares in Q1 2026, an estimated $250K.
Pinnacle Family Advisors first reported a position in UiPath in Q4 2025 and held it in 1 quarter.
Pinnacle Family Advisors's UiPath position peaked at $250K in Q4 2025.
533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.