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Steward Partners Investment Advisory’s UiPath PATH Stock Holding History

Steward Partners Investment 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 		$86K Sell
7,912
-7,734
-49% -$82.6K ﹤0.01% 2665
2026
Q1 		$174K Buy
15,646
+2,870
+22% +$36.5K ﹤0.01% 2093
2025
Q4 		$209K Buy
12,776
+7,425
+139% +$116K ﹤0.01% 1910
2025
Q3 		$71.6K Sell
5,351
-509
-9% -$6.02K ﹤0.01% 2430
2025
Q2 		$75K Buy
5,860
+9
+0.2% +$108 ﹤0.01% 2269
2025
Q1 		$60.3K Buy
5,851
+44
+0.8% +$566 ﹤0.01% 2285
2024
Q4 		$73.8K Buy
5,807
+2,900
+100% +$38.3K ﹤0.01% 2138
2024
Q3 		$37.2K Sell
2,907
-164
-5% -$2.01K ﹤0.01% 2381
2024
Q2 		$38.9K Sell
3,071
-2,607
-46% -$45.1K ﹤0.01% 2221
2024
Q1 		$129K Buy
5,678
+1,794
+46% +$42K ﹤0.01% 1636
2023
Q4 		$96.5K Buy
3,884
+1,517
+64% +$29.6K ﹤0.01% 1714
2023
Q3 		$40.5K Sell
2,367
-100
-4% -$1.67K ﹤0.01% 2000
2023
Q2 		$40.9K Buy
2,467
+1,837
+292% +$29.5K ﹤0.01% 1963
2023
Q1 		$11.1K Buy
630
+50
+9% +$756 ﹤0.01% 2504
2022
Q4 		$7.37K Buy
580
+61
+12% +$754 ﹤0.01% 2635
2022
Q3 		$7K Buy
519
+279
+116% +$4.89K ﹤0.01% 2659
2022
Q2 		$4K Buy
240
+74
+45% +$1.38K ﹤0.01% 2857
2022
Q1 		$4K Sell
166
-148
-47% -$4.99K ﹤0.01% 2971
2021
Q4 		$14K Buy
314
+259
+471% +$12.8K ﹤0.01% 2476
2021
Q3 		$3K Buy
55
+41
+293% +$2.48K ﹤0.01% 2937
2021
Q2 		$1K Buy
+14
New +$1.03K ﹤0.01% 6980

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 $3.37T AUM 44.26% 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

Steward Partners Investment Advisory's PATH Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its UiPath (PATH) stake by 49% in Q2 2026, selling an estimated $82.6K and leaving 7,912 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

Steward Partners Investment Advisory first reported a position in PATH in Q2 2021 and has held it in 21 quarters since. The position peaked at $209K in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Steward Partners Investment Advisory held 7,912 shares of UiPath worth $86K as of Q2 2026.
  • Steward Partners Investment Advisory sold 7,734 UiPath shares in Q2 2026, an estimated $82.6K.
  • UiPath made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2665 holding.
  • Steward Partners Investment Advisory first reported a position in UiPath in Q2 2021 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's UiPath position peaked at $209K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.