Toth Financial Advisory’s UiPath PATH Stock Holding History

Toth Financial Advisory’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	$1.09K	Buy	+100	New	+$1.07K	﹤0.01%	822
2026 Q1	–	Sell	-90	Closed	-$1.48K	–	1003
2025 Q4	$1.48K	Buy	+90	New	+$1.4K	﹤0.01%	750
2024 Q3	–	Sell	-101	Closed	-$1.28K	–	761
2024 Q2	$1.28K	Hold	101	–	–	﹤0.01%	673
2024 Q1	$2.29K	Hold	101	–	–	﹤0.01%	590
2023 Q4	$2.51K	Hold	101	–	–	﹤0.01%	599
2023 Q3	$1.73K	Hold	101	–	–	﹤0.01%	647
2023 Q2	$1.67K	Hold	101	–	–	﹤0.01%	658
2023 Q1	$1.77K	Buy	+101	New	+$1.53K	﹤0.01%	675
2022 Q2	–	Sell	-50	Closed	-$1K	–	753
2022 Q1	$1K	Buy	+50	New	+$1.69K	﹤0.01%	679

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 $3.37T AUM 44.26% 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

Toth Financial Advisory's PATH Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in UiPath (PATH) in Q2 2026: 100 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in PATH as recently as Q4 2025.

Toth Financial Advisory first reported a position in PATH in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.51K in Q4 2023. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Toth Financial Advisory held 100 shares of UiPath worth $1.09K as of Q2 2026.
UiPath was a new Toth Financial Advisory position in Q2 2026.
UiPath made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #822 holding.
Toth Financial Advisory first reported a position in UiPath in Q1 2022 and has held it in 9 quarters since.
Toth Financial Advisory's UiPath position peaked at $2.51K in Q4 2023.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.