Wealthspire Advisors (New York)’s UiPath PATH Stock Holding History

Wealthspire Advisors (New York)’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	-10,244	Closed	-$114K	–	1322
2026 Q1	$114K	Buy	+10,244	New	+$130K	﹤0.01%	890
2025 Q4	–	Sell	-485	Closed	-$6.49K	–	2319
2025 Q3	$6.49K	Buy	+485	New	+$5.73K	﹤0.01%	2228

Other funds holding PATH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Wealthspire Advisors (New York)'s PATH Position: Q2 2026 in Review

Wealthspire Advisors (New York) sold out of UiPath (PATH) in Q2 2026, closing a stake of 10,244 shares — an estimated $114K sold.

Wealthspire Advisors (New York) first reported a position in PATH in Q3 2025 and held it in 2 quarters. The position peaked at $114K in Q1 2026. 301 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Wealthspire Advisors (New York) reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 10,244 UiPath shares in Q2 2026, an estimated $114K.
Wealthspire Advisors (New York) first reported a position in UiPath in Q3 2025 and held it in 2 quarters.
Wealthspire Advisors (New York)'s UiPath position peaked at $114K in Q1 2026.
301 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.