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
2021 Q3	–	Sell	-50	Closed	-$340K	–	840
2021 Q2	$340K	Buy	+50	New	+$3.67K	0.03%	486

Other funds holding PATH

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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. 529 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.
529 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.