Wealth Enhancement Advisory Services
PATH icon

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
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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Assenagon Asset Management
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
AA
Ahara Advisors Jersey City, New Jersey $148M AUM
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Wealth Enhancement Advisory Services's PATH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its UiPath (PATH) stake by 31% in Q2 2026, selling an estimated $241K and leaving 51,131 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Wealth Enhancement Advisory Services first reported a position in PATH in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.05M in Q2 2025. 105 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 51,131 shares of UiPath worth $597K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 22,611 UiPath shares in Q2 2026, an estimated $241K.
  • UiPath made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2520 holding.
  • Wealth Enhancement Advisory Services first reported a position in UiPath in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's UiPath position peaked at $3.05M in Q2 2025.
  • 105 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.