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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Pinnacle Wealth Planning Services's PATH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its UiPath (PATH) stake by 47% in Q1 2026, buying an estimated $764 and bringing the position to 188 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Pinnacle Wealth Planning Services first reported a position in PATH in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.1K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 188 shares of UiPath worth $2.09K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 60 UiPath shares in Q1 2026, an estimated $764.
  • UiPath made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2439 holding.
  • Pinnacle Wealth Planning Services first reported a position in UiPath in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's UiPath position peaked at $2.1K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.