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Principia Wealth Advisory’s UiPath PATH Stock Holding History

Principia Wealth Advisory’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 		$283 Sell
26
-35
-57% -$374 ﹤0.01% 969
2026
Q1 		$677 Buy
61
+5
+9% +$64 ﹤0.01% 792
2025
Q4 		$918 Sell
56
-1
-2% -$16 ﹤0.01% 696
2025
Q3 		$763 Buy
+57
New +$674 ﹤0.01% 711
2025
Q2 		– Sell
-36
Closed -$399 – 991
2025
Q1 		$399 Hold
36
– – ﹤0.01% 633
2024
Q4 		$458 Buy
+36
New +$476 ﹤0.01% 570

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

Principia Wealth Advisory's PATH Position: Q2 2026 in Review

Principia Wealth Advisory reduced its UiPath (PATH) stake by 57% in Q2 2026, selling an estimated $374 and leaving 26 shares worth $283. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Principia Wealth Advisory first reported a position in PATH in Q4 2024 and has held it in 6 quarters since. The position peaked at $918 in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Principia Wealth Advisory held 26 shares of UiPath worth $283 as of Q2 2026.
  • Principia Wealth Advisory sold 35 UiPath shares in Q2 2026, an estimated $374.
  • UiPath made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #969 holding.
  • Principia Wealth Advisory first reported a position in UiPath in Q4 2024 and has held it in 6 quarters since.
  • Principia Wealth Advisory's UiPath position peaked at $918 in Q4 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.