Prospera Financial Services’s UiPath PATH Stock Holding History

Prospera Financial Services’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	$117K	Buy	+10,775	New	+$115K	﹤0.01%	1430
2025 Q3	–	Sell	-11,036	Closed	-$141K	–	1389
2025 Q2	$141K	Sell	11,036 -900	-8%	-$10.8K	﹤0.01%	1270
2025 Q1	$123K	Sell	11,936 -1,075	-8%	-$13.8K	﹤0.01%	1135
2024 Q4	$165K	Sell	13,011 -10,600	-45%	-$140K	﹤0.01%	1098
2024 Q3	$302K	Sell	23,611 -4,382	-16%	-$53.7K	0.01%	916
2024 Q2	$355K	Sell	27,993 -595	-2%	-$10.3K	0.01%	846
2024 Q1	$648K	Buy	+28,588	New	+$669K	0.02%	618
2022 Q2	–	Sell	-1,241	Closed	-$27K	–	2303
2022 Q1	$27K	Buy	+1,241	New	+$41.8K	﹤0.01%	1624

Other funds holding PATH

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Financial Services's PATH Position: Q2 2026 in Review

Prospera Financial Services opened a new position in UiPath (PATH) in Q2 2026: 10,775 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #1430 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in PATH as recently as Q2 2025.

Prospera Financial Services first reported a position in PATH in Q1 2022 and has held it in 8 quarters since. The position peaked at $648K in Q1 2024. 51 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Prospera Financial Services held 10,775 shares of UiPath worth $117K as of Q2 2026.
UiPath was a new Prospera Financial Services position in Q2 2026.
UiPath made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1430 holding.
Prospera Financial Services first reported a position in UiPath in Q1 2022 and has held it in 8 quarters since.
Prospera Financial Services's UiPath position peaked at $648K in Q1 2024.
51 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.