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Whittier Trust’s UiPath PATH Stock Holding History

Whittier Trust’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 		$3.21K Hold
271
– – ﹤0.01% 1239
2026
Q1 		$3.02K Sell
271
-2,619
-91% -$33.4K ﹤0.01% 1250
2025
Q4 		$50.1K Hold
2,890
– – ﹤0.01% 864
2025
Q3 		$37.3K Hold
2,890
– – ﹤0.01% 908
2025
Q2 		$37K Hold
2,890
– – ﹤0.01% 1004
2025
Q1 		$29.8K Hold
2,890
– – ﹤0.01% 1028
2024
Q4 		$36.7K Sell
2,890
-1,044
-27% -$13.8K ﹤0.01% 989
2024
Q3 		$50.4K Sell
3,934
-788
-17% -$9.65K ﹤0.01% 921
2024
Q2 		$59.9K Sell
4,722
-9,139
-66% -$158K ﹤0.01% 879
2024
Q1 		$314K Hold
13,861
– – ﹤0.01% 566
2023
Q4 		$344K Sell
13,861
-33
-0.2% -$644 0.01% 549
2023
Q3 		$238K Buy
13,894
+33
+0.2% +$550 ﹤0.01% 595
2023
Q2 		$230K Hold
13,861
– – ﹤0.01% 605
2023
Q1 		$243K Hold
13,861
– – ﹤0.01% 610
2022
Q4 		$176K Buy
13,861
+3,529
+34% +$43.6K ﹤0.01% 679
2022
Q3 		$130K Buy
10,332
+257
+3% +$4.51K ﹤0.01% 738
2022
Q2 		$183K Buy
10,075
+9,975
+9,975% +$187K ﹤0.01% 664
2022
Q1 		$2K Hold
100
– – ﹤0.01% 1597
2021
Q4 		$4K Sell
100
-375
-79% -$18.5K ﹤0.01% 1443
2021
Q3 		$25K Buy
+475
New +$28.8K ﹤0.01% 1075

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

Whittier Trust's PATH Position: Q2 2026 in Review

Whittier Trust held its UiPath (PATH) position steady in Q2 2026 at 271 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Whittier Trust first reported a position in PATH in Q3 2021 and has held it in 20 quarters since. The position peaked at $344K in Q4 2023. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Whittier Trust held 271 shares of UiPath worth $3.21K as of Q2 2026.
  • Whittier Trust left its UiPath share count unchanged in Q2 2026.
  • UiPath made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1239 holding.
  • Whittier Trust first reported a position in UiPath in Q3 2021 and has held it in 20 quarters since.
  • Whittier Trust's UiPath position peaked at $344K in Q4 2023.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.