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 Q3	$1.28K	Hold	100	–	–	﹤0.01%	888
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

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Toth Financial Advisory's PATH Position: Q3 2026 in Review

Toth Financial Advisory held its UiPath (PATH) position steady in Q3 2026 at 100 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Toth Financial Advisory first reported a position in PATH in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.51K in Q4 2023. 21 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

Toth Financial Advisory held 100 shares of UiPath worth $1.28K as of Q3 2026.
Toth Financial Advisory left its UiPath share count unchanged in Q3 2026.
UiPath made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #888 holding.
Toth Financial Advisory first reported a position in UiPath in Q1 2022 and has held it in 10 quarters since.
Toth Financial Advisory's UiPath position peaked at $2.51K in Q4 2023.
21 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.