TWD
PATH icon

True Wealth Design’s UiPath PATH Stock Holding History

True Wealth Design’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 		– Sell
-184
Closed -$2.04K – 2832
2026
Q1 		$2.04K Sell
184
-1,130
-86% -$14.4K ﹤0.01% 1531
2025
Q4 		$21.5K Buy
1,314
+2
+0.2% +$31 0.01% 582
2025
Q3 		$17.6K Sell
1,312
-1,239
-49% -$14.6K 0.01% 655
2025
Q2 		$32.7K Sell
2,551
-2,898
-53% -$34.8K 0.01% 274
2025
Q1 		$56.1K Buy
5,449
+286
+6% +$3.68K 0.02% 167
2024
Q4 		$65.6K Buy
5,163
+801
+18% +$10.6K 0.03% 121
2024
Q3 		$55.8K Buy
4,362
+4,342
+21,710% +$53.2K 0.02% 124
2024
Q2 		$254 Buy
20
+14
+233% +$242 ﹤0.01% 728
2024
Q1 		$137 Buy
6
+2
+50% +$47 ﹤0.01% 757
2023
Q4 		$100 Buy
4
+2
+100% +$39 ﹤0.01% 738
2023
Q3 		$35 Hold
2
– – ﹤0.01% 760
2023
Q2 		$34 Sell
2
-1,198
-100% -$19.2K ﹤0.01% 775
2023
Q1 		$21.1K Hold
1,200
– – 0.01% 199
2022
Q4 		$15.3K Buy
+1,200
New +$14.8K 0.01% 199

Other funds holding PATH

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

True Wealth Design's PATH Position: Q2 2026 in Review

True Wealth Design sold out of UiPath (PATH) in Q2 2026, closing a stake of 184 shares — an estimated $2.04K sold.

True Wealth Design first reported a position in PATH in Q4 2022 and held it in 14 quarters. The position peaked at $65.6K in Q4 2024. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • True Wealth Design reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 184 UiPath shares in Q2 2026, an estimated $2.04K.
  • True Wealth Design first reported a position in UiPath in Q4 2022 and held it in 14 quarters.
  • True Wealth Design's UiPath position peaked at $65.6K in Q4 2024.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.