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Private Trust Company’s UiPath PATH Stock Holding History

Private Trust Company’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 		$7.07K Hold
650
– – ﹤0.01% 2193
2026
Q1 		$7.21K Sell
650
-420
-39% -$5.35K ﹤0.01% 2079
2025
Q4 		$17.5K Buy
1,070
+520
+95% +$8.09K ﹤0.01% 1723
2025
Q3 		$7.36K Sell
550
-1,200
-69% -$14.2K ﹤0.01% 2020
2025
Q2 		$22.4K Hold
1,750
– – ﹤0.01% 1522
2025
Q1 		$18K Sell
1,750
-200
-10% -$2.57K ﹤0.01% 1596
2024
Q4 		$24.8K Buy
1,950
+100
+5% +$1.32K ﹤0.01% 1420
2024
Q3 		$23.7K Buy
1,850
+100
+6% +$1.22K ﹤0.01% 1412
2024
Q2 		$22.2K Sell
1,750
-1,756
-50% -$30.4K ﹤0.01% 1409
2024
Q1 		$79.5K Buy
3,506
+3,386
+2,822% +$79.2K 0.01% 948
2023
Q4 		$2.98K Buy
+120
New +$2.34K ﹤0.01% 2063
2023
Q3 		– Sell
-21
Closed -$348 – 2365
2023
Q2 		$348 Buy
+21
New +$337 ﹤0.01% 2234
2022
Q3 		– Sell
-394
Closed -$7K – 2153
2022
Q2 		$7K Buy
+394
New +$7.37K ﹤0.01% 1639

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

Private Trust Company's PATH Position: Q2 2026 in Review

Private Trust Company held its UiPath (PATH) position steady in Q2 2026 at 650 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Private Trust Company first reported a position in PATH in Q2 2022 and has held it in 13 quarters since. The position peaked at $79.5K in Q1 2024. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Private Trust Company held 650 shares of UiPath worth $7.07K as of Q2 2026.
  • Private Trust Company left its UiPath share count unchanged in Q2 2026.
  • UiPath made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2193 holding.
  • Private Trust Company first reported a position in UiPath in Q2 2022 and has held it in 13 quarters since.
  • Private Trust Company's UiPath position peaked at $79.5K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.