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Planning Strategies’s UiPath PATH Stock Holding History

Planning Strategies’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 		$500 Buy
+46
New +$491 ﹤0.01% 860

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Planning Strategies's PATH Position: Q2 2026 in Review

Planning Strategies opened a new position in UiPath (PATH) in Q2 2026: 46 shares worth $500. The stake represents ﹤0.01% of the portfolio and ranks #860 among its holdings.

488 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Planning Strategies held 46 shares of UiPath worth $500 as of Q2 2026.
  • UiPath was a new Planning Strategies position in Q2 2026.
  • UiPath made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #860 holding.
  • 488 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.