TWM
PATH icon

Tradition Wealth Management’s UiPath PATH Stock Holding History

Tradition Wealth Management’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 		$365K Buy
32,882
+1,183
+4% +$15.1K 0.03% 347
2025
Q4 		$520K Buy
+31,699
New +$493K 0.04% 283

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

Tradition Wealth Management's PATH Position: Q1 2026 in Review

Tradition Wealth Management increased its UiPath (PATH) stake by 3.7% in Q1 2026, buying an estimated $15.1K and bringing the position to 32,882 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #347.

Tradition Wealth Management first reported a position in PATH in Q4 2025 and has held it in 2 quarters since. The position peaked at $520K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Tradition Wealth Management held 32,882 shares of UiPath worth $365K as of Q1 2026.
  • Tradition Wealth Management bought 1,183 UiPath shares in Q1 2026, an estimated $15.1K.
  • UiPath made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #347 holding.
  • Tradition Wealth Management first reported a position in UiPath in Q4 2025 and has held it in 2 quarters since.
  • Tradition Wealth Management's UiPath position peaked at $520K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.