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Summit Securities Group’s UiPath PATH Stock Holding History

Summit Securities Group’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
-612
Closed -$6.79K – 1318
2026
Q1 		$6.79K Buy
+612
New +$7.79K ﹤0.01% 741
2025
Q4 		– Sell
-3,986
Closed -$53.3K – 1185
2025
Q3 		$53.3K Buy
+3,986
New +$47.1K 0.01% 550
2023
Q1 		– Sell
-15,221
Closed -$193K – 1159
2022
Q4 		$193K Buy
+15,221
New +$188K 0.01% 485

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

Summit Securities Group's PATH Position: Q2 2026 in Review

Summit Securities Group sold out of UiPath (PATH) in Q2 2026, closing a stake of 612 shares — an estimated $6.79K sold.

Summit Securities Group first reported a position in PATH in Q4 2022 and held it in 3 quarters. The position peaked at $193K in Q4 2022. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Summit Securities Group reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 612 UiPath shares in Q2 2026, an estimated $6.79K.
  • Summit Securities Group first reported a position in UiPath in Q4 2022 and held it in 3 quarters.
  • Summit Securities Group's UiPath position peaked at $193K in Q4 2022.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.