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Wealth Preservation Advisors’s UiPath PATH Stock Holding History

Wealth Preservation Advisors’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
-719
Closed -$7.98K – 691
2026
Q1 		$7.98K Hold
719
– – 0.01% 437
2025
Q4 		$11.8K Buy
+719
New +$11.2K 0.01% 289

Other funds holding PATH

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wealth Preservation Advisors's PATH Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of UiPath (PATH) in Q2 2026, closing a stake of 719 shares — an estimated $7.98K sold.

Wealth Preservation Advisors first reported a position in PATH in Q4 2025 and held it in 2 quarters. The position peaked at $11.8K in Q4 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 719 UiPath shares in Q2 2026, an estimated $7.98K.
  • Wealth Preservation Advisors first reported a position in UiPath in Q4 2025 and held it in 2 quarters.
  • Wealth Preservation Advisors's UiPath position peaked at $11.8K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.