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
Q2 		$1.11K Sell
102
-20
-16% -$214 ﹤0.01% 1564
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
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SHP Wealth Management's PATH Position: Q2 2026 in Review

SHP Wealth Management reduced its UiPath (PATH) stake by 16% in Q2 2026, selling an estimated $214 and leaving 102 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

SHP Wealth Management first reported a position in PATH in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.64K in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • SHP Wealth Management held 102 shares of UiPath worth $1.11K as of Q2 2026.
  • SHP Wealth Management sold 20 UiPath shares in Q2 2026, an estimated $214.
  • UiPath made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1564 holding.
  • SHP Wealth Management first reported a position in UiPath in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's UiPath position peaked at $3.64K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.