TPWA
PATH icon

Twin Peaks Wealth Advisors’s UiPath PATH Stock Holding History

Twin Peaks Wealth Advisors’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 		$777 Buy
+70
New +$891 ﹤0.01% 1956
2025
Q3 		– Sell
-2,215
Closed -$23.3K – 1514
2025
Q2 		$23.3K Buy
+2,215
New +$26.6K 0.01% 551

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

Twin Peaks Wealth Advisors's PATH Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in UiPath (PATH) in Q1 2026: 70 shares worth $777. The stake represents ﹤0.01% of the portfolio and ranks #1956 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PATH as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PATH in Q2 2025 and has held it in 2 quarters since. The position peaked at $23.3K in Q2 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Twin Peaks Wealth Advisors held 70 shares of UiPath worth $777 as of Q1 2026.
  • UiPath was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • UiPath made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1956 holding.
  • Twin Peaks Wealth Advisors first reported a position in UiPath in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's UiPath position peaked at $23.3K in Q2 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.