Private Wealth Asset Management’s UiPath PATH Stock Holding History

Private Wealth Asset Management’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	$5.4K	Hold	497	–	–	﹤0.01%	776
2026 Q1	$5.52K	Sell	497 -11	-2%	-$140	﹤0.01%	773
2025 Q4	$8.33K	Hold	508	–	–	﹤0.01%	707
2025 Q3	$6.8K	Hold	508	–	–	﹤0.01%	717
2025 Q2	$6.5K	Sell	508 -53	-9%	-$636	﹤0.01%	734
2025 Q1	$5.78K	Buy	+561	New	+$7.22K	﹤0.01%	719

Other funds holding PATH

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Wealth Asset Management's PATH Position: Q2 2026 in Review

Private Wealth Asset Management held its UiPath (PATH) position steady in Q2 2026 at 497 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Private Wealth Asset Management first reported a position in PATH in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.33K in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Private Wealth Asset Management held 497 shares of UiPath worth $5.4K as of Q2 2026.
Private Wealth Asset Management left its UiPath share count unchanged in Q2 2026.
UiPath made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #776 holding.
Private Wealth Asset Management first reported a position in UiPath in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's UiPath position peaked at $8.33K in Q4 2025.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.