Wealth Enhancement Advisory Services’s UiPath PATH Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$551K	Sell	41,578 -9,553	-19%	-$133K	﹤0.01%	2709
2026 Q2	$597K	Sell	51,131 -22,611	-31%	-$241K	﹤0.01%	2520
2026 Q1	$829K	Sell	73,742 -3,145	-4%	-$40K	﹤0.01%	1934
2025 Q4	$1.33M	Buy	76,887 +5,632	+8%	+$87.7K	﹤0.01%	1780
2025 Q3	$1.06M	Sell	71,255 -158,216	-69%	-$1.87M	﹤0.01%	1826
2025 Q2	$3.05M	Buy	229,471 +105,633	+85%	+$1.27M	0.01%	1136
2025 Q1	$1.28M	Sell	123,838 -36,531	-23%	-$470K	﹤0.01%	1484
2024 Q4	$2.04M	Buy	160,369 +64,900	+68%	+$858K	﹤0.01%	1181
2024 Q3	$1.22M	Buy	95,469 +59,435	+165%	+$728K	﹤0.01%	1293
2024 Q2	$457K	Buy	36,034 +5,555	+18%	+$96K	﹤0.01%	1701
2024 Q1	$691K	Buy	30,479 +4,039	+15%	+$94.5K	﹤0.01%	1407
2023 Q4	$657K	Sell	26,440 -4,249	-14%	-$82.9K	﹤0.01%	1350
2023 Q3	$525K	Buy	+30,689	New	+$511K	﹤0.01%	1400

Other funds holding PATH

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Senvest Management New York $3.45B AUM 44.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's PATH Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its UiPath (PATH) stake by 19% in Q3 2026, selling an estimated $133K and leaving 41,578 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #2709.

Wealth Enhancement Advisory Services first reported a position in PATH in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.05M in Q2 2025. 392 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

Wealth Enhancement Advisory Services held 41,578 shares of UiPath worth $551K as of Q3 2026.
Wealth Enhancement Advisory Services sold 9,553 UiPath shares in Q3 2026, an estimated $133K.
UiPath made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2709 holding.
Wealth Enhancement Advisory Services first reported a position in UiPath in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's UiPath position peaked at $3.05M in Q2 2025.
392 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.