U.S. Capital Wealth Advisors’s UiPath PATH Stock Holding History

U.S. Capital 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	–	Sell	-20,100	Closed	-$48.6K	–	1063
2025 Q4	$48.6K	Sell	20,100 -300	-1%	-$4.67K	﹤0.01%	972
2025 Q3	$28.7K	Buy	+20,400	New	+$241K	﹤0.01%	937

Other funds holding PATH

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

U.S. Capital Wealth Advisors's PATH Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its UiPath (PATH) stake by 149% in Q1 2026, buying an estimated $422K and bringing the position to 55,439 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #633.

U.S. Capital Wealth Advisors first reported a position in PATH in Q4 2021 and has held it in 5 quarters since. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

U.S. Capital Wealth Advisors held 55,439 shares of UiPath worth $615K as of Q1 2026.
U.S. Capital Wealth Advisors bought 33,165 UiPath shares in Q1 2026, an estimated $422K.
UiPath made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #633 holding.
U.S. Capital Wealth Advisors first reported a position in UiPath in Q4 2021 and has held it in 5 quarters since.
533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.