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Sunbelt Securities’s UiPath PATH Stock Holding History

Sunbelt Securities’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
Q1 		$14.8K Buy
1,329
+1,237
+1,345% +$15.8K ﹤0.01% 1382
2025
Q4 		$1.51K Sell
92
-158
-63% -$2.46K ﹤0.01% 1952
2025
Q3 		$3.35K Sell
250
-3,004
-92% -$35.5K ﹤0.01% 1725
2025
Q2 		$41.4K Buy
3,254
+3,024
+1,315% +$36.3K ﹤0.01% 990
2025
Q1 		$2.37K Sell
230
-3,024
-93% -$38.9K ﹤0.01% 1550
2024
Q4 		$41.5K Sell
3,254
-16,506
-84% -$218K ﹤0.01% 988
2024
Q3 		$253K Sell
19,760
-1,210
-6% -$14.8K 0.02% 531
2024
Q2 		$266K Buy
20,970
+2,792
+15% +$48.3K 0.03% 483
2024
Q1 		$412K Buy
18,178
+17,942
+7,603% +$420K 0.05% 365
2023
Q4 		$5.86K Buy
236
+130
+123% +$2.54K ﹤0.01% 1277
2023
Q3 		$1.81K Buy
106
+50
+89% +$833 ﹤0.01% 1501
2023
Q2 		$928 Hold
56
– – ﹤0.01% 1531
2023
Q1 		$934 Buy
+56
New +$846 ﹤0.01% 1499

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

Sunbelt Securities's PATH Position: Q1 2026 in Review

Sunbelt Securities increased its UiPath (PATH) stake by 1,345% in Q1 2026, buying an estimated $15.8K and bringing the position to 1,329 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Sunbelt Securities first reported a position in PATH in Q1 2023 and has held it in 13 quarters since. The position peaked at $412K in Q1 2024. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Sunbelt Securities held 1,329 shares of UiPath worth $14.8K as of Q1 2026.
  • Sunbelt Securities bought 1,237 UiPath shares in Q1 2026, an estimated $15.8K.
  • UiPath made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1382 holding.
  • Sunbelt Securities first reported a position in UiPath in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's UiPath position peaked at $412K in Q1 2024.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.