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Prestige Wealth Management Group’s UiPath PATH Stock Holding History

Prestige Wealth Management Group’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 		$272 Hold
25
– – ﹤0.01% 1077
2026
Q1 		$278 Hold
25
– – ﹤0.01% 1046
2025
Q4 		$410 Hold
25
– – ﹤0.01% 966
2025
Q3 		$335 Hold
25
– – ﹤0.01% 962
2025
Q2 		$320 Sell
25
-50
-67% -$600 ﹤0.01% 966
2025
Q1 		$773 Hold
75
– – ﹤0.01% 888
2024
Q4 		$954 Sell
75
-50
-40% -$661 ﹤0.01% 888
2024
Q3 		$1.6K Buy
125
+100
+400% +$1.22K ﹤0.01% 819
2024
Q2 		$317 Hold
25
– – ﹤0.01% 958
2024
Q1 		$567 Buy
+25
New +$585 ﹤0.01% 937
2022
Q2 		– Sell
-37
Closed -$1K – 1041
2022
Q1 		$1K Hold
37
– – ﹤0.01% 908
2021
Q4 		$2K Buy
+37
New +$1.82K ﹤0.01% 817

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

Prestige Wealth Management Group's PATH Position: Q2 2026 in Review

Prestige Wealth Management Group held its UiPath (PATH) position steady in Q2 2026 at 25 shares worth $272. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Prestige Wealth Management Group first reported a position in PATH in Q4 2021 and has held it in 12 quarters since. The position peaked at $2K in Q4 2021. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Prestige Wealth Management Group held 25 shares of UiPath worth $272 as of Q2 2026.
  • Prestige Wealth Management Group left its UiPath share count unchanged in Q2 2026.
  • UiPath made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1077 holding.
  • Prestige Wealth Management Group first reported a position in UiPath in Q4 2021 and has held it in 12 quarters since.
  • Prestige Wealth Management Group's UiPath position peaked at $2K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.