SageView Advisory Group’s UiPath PATH Stock Holding History

SageView Advisory 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 Q1	–	Sell	-1,100	Closed	-$18K	–	1872
2025 Q4	$18K	Buy	+1,100	New	+$17.1K	﹤0.01%	1498

Other funds holding PATH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TAM

TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

SageView Advisory Group's PATH Position: Q1 2026 in Review

SageView Advisory Group sold out of UiPath (PATH) in Q1 2026, closing a stake of 1,100 shares — an estimated $18K sold.

SageView Advisory Group first reported a position in PATH in Q4 2025 and held it in 1 quarter. The position peaked at $18K in Q4 2025. 536 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

SageView Advisory Group reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,100 UiPath shares in Q1 2026, an estimated $18K.
SageView Advisory Group first reported a position in UiPath in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's UiPath position peaked at $18K in Q4 2025.
536 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.