WPA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Wealth Preservation Advisors's PATH Position: Q1 2026 in Review

Wealth Preservation Advisors held its UiPath (PATH) position steady in Q1 2026 at 719 shares worth $7.98K. The position accounts for 0.01% of the portfolio, ranked #437.

Wealth Preservation Advisors first reported a position in PATH in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.8K in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Wealth Preservation Advisors held 719 shares of UiPath worth $7.98K as of Q1 2026.
  • Wealth Preservation Advisors left its UiPath share count unchanged in Q1 2026.
  • UiPath made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #437 holding.
  • Wealth Preservation Advisors first reported a position in UiPath in Q4 2025 and has held it in 2 quarters since.
  • Wealth Preservation Advisors's UiPath position peaked at $11.8K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.