Private Advisor Group’s UiPath PATH Stock Holding History

Private Advisor 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 Q1	$2.13M	Sell	192,290 -19,565	-9%	-$249K	0.01%	1034
2025 Q4	$3.47M	Sell	211,855 -26,106	-11%	-$406K	0.02%	783
2025 Q3	$3.18M	Buy	237,961 +219,889	+1,217%	+$2.6M	0.02%	809
2025 Q2	$231K	Sell	18,072 -1,360	-7%	-$16.3K	﹤0.01%	2140
2025 Q1	$200K	Sell	19,432 -557	-3%	-$7.17K	﹤0.01%	2100
2024 Q4	$254K	Sell	19,989 -1,379	-6%	-$18.2K	﹤0.01%	1958
2024 Q3	$274K	Sell	21,368 -4,301	-17%	-$52.7K	﹤0.01%	2009
2024 Q2	$325K	Sell	25,669 -44,624	-63%	-$772K	﹤0.01%	1826
2024 Q1	$1.59M	Buy	70,293 +33,306	+90%	+$779K	0.01%	919
2023 Q4	$919K	Buy	36,987 +26,966	+269%	+$526K	0.01%	1157
2023 Q3	$171K	Buy	+10,021	New	+$167K	﹤0.01%	1902
2022 Q1	–	Sell	-8,626	Closed	-$372K	–	2230
2021 Q4	$372K	Buy	+8,626	New	+$425K	﹤0.01%	1612

Other funds holding PATH

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Private Advisor Group's PATH Position: Q1 2026 in Review

Private Advisor Group reduced its UiPath (PATH) stake by 9.2% in Q1 2026, selling an estimated $249K and leaving 192,290 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #1034.

Private Advisor Group first reported a position in PATH in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.47M in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

Private Advisor Group held 192,290 shares of UiPath worth $2.13M as of Q1 2026.
Private Advisor Group sold 19,565 UiPath shares in Q1 2026, an estimated $249K.
UiPath made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1034 holding.
Private Advisor Group first reported a position in UiPath in Q4 2021 and has held it in 12 quarters since.
Private Advisor Group's UiPath position peaked at $3.47M in Q4 2025.
533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.