PWPS
PATH icon

Pinnacle Wealth Planning Services’s UiPath PATH Stock Holding History

Pinnacle Wealth Planning Services’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 		$761 Sell
70
-118
-63% -$1.26K ﹤0.01% 2615
2026
Q1 		$2.09K Buy
188
+60
+47% +$764 ﹤0.01% 2439
2025
Q4 		$2.1K Buy
+128
New +$1.99K ﹤0.01% 2469

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

Pinnacle Wealth Planning Services's PATH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its UiPath (PATH) stake by 63% in Q2 2026, selling an estimated $1.26K and leaving 70 shares worth $761. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Pinnacle Wealth Planning Services first reported a position in PATH in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.1K in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 70 shares of UiPath worth $761 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 118 UiPath shares in Q2 2026, an estimated $1.26K.
  • UiPath made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2615 holding.
  • Pinnacle Wealth Planning Services first reported a position in UiPath in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's UiPath position peaked at $2.1K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.