SWM
PATH icon

SHP Wealth Management’s UiPath PATH Stock Holding History

SHP Wealth Management’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 		$1.35K Sell
122
-100
-45% -$1.27K ﹤0.01% 1383
2025
Q4 		$3.64K Buy
+222
New +$3.46K ﹤0.01% 1039

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

SHP Wealth Management's PATH Position: Q1 2026 in Review

SHP Wealth Management reduced its UiPath (PATH) stake by 45% in Q1 2026, selling an estimated $1.27K and leaving 122 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

SHP Wealth Management first reported a position in PATH in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.64K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • SHP Wealth Management held 122 shares of UiPath worth $1.35K as of Q1 2026.
  • SHP Wealth Management sold 100 UiPath shares in Q1 2026, an estimated $1.27K.
  • UiPath made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1383 holding.
  • SHP Wealth Management first reported a position in UiPath in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's UiPath position peaked at $3.64K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.