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United Capital Financial Advisors’s UiPath PATH Stock Holding History

United Capital Financial 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
Q2 		$336K Sell
30,909
-3,152
-9% -$33.7K ﹤0.01% 1319
2026
Q1 		$378K Buy
+34,061
New +$434K ﹤0.01% 1213
2025
Q1 		– Sell
-12,238
Closed -$156K – 1101
2024
Q4 		$156K Buy
12,238
+971
+9% +$12.8K ﹤0.01% 1034
2024
Q3 		$144K Buy
+11,267
New +$138K ﹤0.01% 1027

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

United Capital Financial Advisors's PATH Position: Q2 2026 in Review

United Capital Financial Advisors reduced its UiPath (PATH) stake by 9.3% in Q2 2026, selling an estimated $33.7K and leaving 30,909 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

United Capital Financial Advisors first reported a position in PATH in Q3 2024 and has held it in 4 quarters since. The position peaked at $378K in Q1 2026. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • United Capital Financial Advisors held 30,909 shares of UiPath worth $336K as of Q2 2026.
  • United Capital Financial Advisors sold 3,152 UiPath shares in Q2 2026, an estimated $33.7K.
  • UiPath made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1319 holding.
  • United Capital Financial Advisors first reported a position in UiPath in Q3 2024 and has held it in 4 quarters since.
  • United Capital Financial Advisors's UiPath position peaked at $378K in Q1 2026.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.