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Wealth Enhancement Trust Services’s UiPath PATH Stock Holding History

Wealth Enhancement Trust 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 		$1.54K Hold
142
– – ﹤0.01% 1042
2026
Q1 		$1.58K Buy
+142
New +$1.81K ﹤0.01% 703

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its UiPath (PATH) position steady in Q2 2026 at 142 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Wealth Enhancement Trust Services first reported a position in PATH in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.58K in Q1 2026. 372 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Wealth Enhancement Trust Services held 142 shares of UiPath worth $1.54K as of Q2 2026.
  • Wealth Enhancement Trust Services left its UiPath share count unchanged in Q2 2026.
  • UiPath made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1042 holding.
  • Wealth Enhancement Trust Services first reported a position in UiPath in Q1 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Trust Services's UiPath position peaked at $1.58K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

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