Prospera Financial Services
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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
Q3 		– Sell
-10,775
Closed -$117K – 1593
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

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Barclays
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Principal Financial Group
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Citigroup
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IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Prospera Financial Services's PATH Position: Q3 2026 in Review

Prospera Financial Services sold out of UiPath (PATH) in Q3 2026, closing a stake of 10,775 shares — an estimated $117K sold.

Prospera Financial Services first reported a position in PATH in Q1 2022 and held it in 8 quarters. The position peaked at $648K in Q1 2024. 224 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

  • Prospera Financial Services reported no remaining UiPath position as of Q3 2026 after selling out during the quarter.
  • Prospera Financial Services sold 10,775 UiPath shares in Q3 2026, an estimated $117K.
  • Prospera Financial Services first reported a position in UiPath in Q1 2022 and held it in 8 quarters.
  • Prospera Financial Services's UiPath position peaked at $648K in Q1 2024.
  • 224 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.