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Ritter Daniher Financial Advisory’s UiPath PATH Stock Holding History

Ritter Daniher Financial Advisory’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 		$218 Buy
+20
New +$214 ﹤0.01% 584

Other funds holding PATH

Assenagon Asset Management
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
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
Handelsbanken Fonder
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Ritter Daniher Financial Advisory's PATH Position: Q2 2026 in Review

Ritter Daniher Financial Advisory opened a new position in UiPath (PATH) in Q2 2026: 20 shares worth $218. The stake represents ﹤0.01% of the portfolio and ranks #584 among its holdings.

59 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Ritter Daniher Financial Advisory held 20 shares of UiPath worth $218 as of Q2 2026.
  • UiPath was a new Ritter Daniher Financial Advisory position in Q2 2026.
  • UiPath made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #584 holding.
  • 59 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.