Walser Wealth Management’s UiPath PATH Stock Holding History

Walser Wealth Management’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	-14,975	Closed	-$166K	–	230
2026 Q1	$166K	Buy	+14,975	New	+$191K	0.07%	182

Other funds holding PATH

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Walser Wealth Management's PATH Position: Q2 2026 in Review

Walser Wealth Management sold out of UiPath (PATH) in Q2 2026, closing a stake of 14,975 shares — an estimated $166K sold.

Walser Wealth Management first reported a position in PATH in Q1 2026 and held it in 1 quarter. The position peaked at $166K in Q1 2026. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Walser Wealth Management reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
Walser Wealth Management sold 14,975 UiPath shares in Q2 2026, an estimated $166K.
Walser Wealth Management first reported a position in UiPath in Q1 2026 and held it in 1 quarter.
Walser Wealth Management's UiPath position peaked at $166K in Q1 2026.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.