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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
2022
Q4 		– Sell
-3,800
Closed -$48K – 1312
2022
Q3 		$48K Buy
+3,800
New +$66.6K ﹤0.01% 624
2021
Q3 		– Sell
-50
Closed -$340K – 839
2021
Q2 		$340K Buy
+50
New +$3.67K 0.03% 485

Other funds holding PATH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Summit Securities Group's PATH Position: Q1 2026 in Review

Summit Securities Group opened a new position in UiPath (PATH) in Q1 2026: 612 shares worth $6.79K. The stake represents ﹤0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in PATH as recently as Q3 2025.

Summit Securities Group first reported a position in PATH in Q4 2022 and has held it in 3 quarters since. The position peaked at $193K in Q4 2022. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Summit Securities Group held 612 shares of UiPath worth $6.79K as of Q1 2026.
  • UiPath was a new Summit Securities Group position in Q1 2026.
  • UiPath made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #741 holding.
  • Summit Securities Group first reported a position in UiPath in Q4 2022 and has held it in 3 quarters since.
  • Summit Securities Group's UiPath position peaked at $193K in Q4 2022.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.