Vision Financial Markets’s UiPath PATH Stock Holding History

Vision Financial Markets’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	$1.16K	Hold	100	–	–	﹤0.01%	352
2026 Q1	$1.11K	Hold	100	–	–	﹤0.01%	354
2025 Q4	$1.64K	Hold	100	–	–	﹤0.01%	324
2025 Q3	$1.34K	Hold	100	–	–	﹤0.01%	355
2025 Q2	$1.28K	Hold	100	–	–	﹤0.01%	353
2025 Q1	$1.03K	Buy	+100	New	+$1.29K	﹤0.01%	350

Other funds holding PATH

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Ahara Advisors Jersey City, New Jersey $148M AUM

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

GIS

Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Vision Financial Markets's PATH Position: Q2 2026 in Review

Vision Financial Markets held its UiPath (PATH) position steady in Q2 2026 at 100 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Vision Financial Markets first reported a position in PATH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.64K in Q4 2025. 142 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Vision Financial Markets held 100 shares of UiPath worth $1.16K as of Q2 2026.
Vision Financial Markets left its UiPath share count unchanged in Q2 2026.
UiPath made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #352 holding.
Vision Financial Markets first reported a position in UiPath in Q1 2025 and has held it in 6 quarters since.
Vision Financial Markets's UiPath position peaked at $1.64K in Q4 2025.
142 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.