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Redwood Wealth Management Group’s UiPath PATH Stock Holding History

Redwood Wealth Management 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
Q2 		– Sell
-20,004
Closed -$222K – 87
2026
Q1 		$222K Buy
20,004
+7,725
+63% +$98.4K 0.1% 159
2025
Q4 		$201K Buy
+12,279
New +$191K 0.08% 184
2024
Q3 		– Sell
-3,429
Closed -$43.5K – 814
2024
Q2 		$43.5K Buy
+3,429
New +$59.3K 0.03% 328

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Redwood Wealth Management Group's PATH Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of UiPath (PATH) in Q2 2026, closing a stake of 20,004 shares — an estimated $222K sold.

Redwood Wealth Management Group first reported a position in PATH in Q2 2024 and held it in 3 quarters. The position peaked at $222K in Q1 2026. 246 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 20,004 UiPath shares in Q2 2026, an estimated $222K.
  • Redwood Wealth Management Group first reported a position in UiPath in Q2 2024 and held it in 3 quarters.
  • Redwood Wealth Management Group's UiPath position peaked at $222K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.