SIS
PATH icon

Sound Income Strategies’s UiPath PATH Stock Holding History

Sound Income Strategies’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
-400
Closed -$4.41K – 1814
2026
Q1 		$4.41K Hold
400
– – ﹤0.01% 1884
2025
Q4 		$5.74K Buy
+400
New +$6.22K ﹤0.01% 1743
2025
Q1 		– Sell
-100
Closed -$1.27K – 1599
2024
Q4 		$1.27K Sell
100
-100
-50% -$1.32K ﹤0.01% 1247
2024
Q3 		$2.56K Hold
200
– – ﹤0.01% 1083
2024
Q2 		$2.54K Buy
+200
New +$3.46K ﹤0.01% 1066

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sound Income Strategies's PATH Position: Q2 2026 in Review

Sound Income Strategies sold out of UiPath (PATH) in Q2 2026, closing a stake of 400 shares — an estimated $4.41K sold.

Sound Income Strategies first reported a position in PATH in Q2 2024 and held it in 5 quarters. The position peaked at $5.74K in Q4 2025. 346 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Sound Income Strategies reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 400 UiPath shares in Q2 2026, an estimated $4.41K.
  • Sound Income Strategies first reported a position in UiPath in Q2 2024 and held it in 5 quarters.
  • Sound Income Strategies's UiPath position peaked at $5.74K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.