SWP
PATH icon

Strategic Wealth Partners’s UiPath PATH Stock Holding History

Strategic Wealth Partners’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 		$2.17K Hold
200
– – ﹤0.01% 1185
2026
Q1 		$2.22K Buy
+200
New +$2.55K ﹤0.01% 1156
2024
Q2 		– Sell
-28,264
Closed -$641K – 303
2024
Q1 		$641K Buy
+28,264
New +$661K 0.07% 168

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

Strategic Wealth Partners's PATH Position: Q2 2026 in Review

Strategic Wealth Partners held its UiPath (PATH) position steady in Q2 2026 at 200 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Strategic Wealth Partners first reported a position in PATH in Q1 2024 and has held it in 3 quarters since. The position peaked at $641K in Q1 2024. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Strategic Wealth Partners held 200 shares of UiPath worth $2.17K as of Q2 2026.
  • Strategic Wealth Partners left its UiPath share count unchanged in Q2 2026.
  • UiPath made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1185 holding.
  • Strategic Wealth Partners first reported a position in UiPath in Q1 2024 and has held it in 3 quarters since.
  • Strategic Wealth Partners's UiPath position peaked at $641K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.