WT Wealth Management’s UiPath PATH Stock Holding History

WT Wealth Management’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 Q3	$134K	Buy	+10,415	New	+$145K	0.04%	144

Other funds holding PATH

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WT Wealth Management's PATH Position: Q3 2026 in Review

WT Wealth Management opened a new position in UiPath (PATH) in Q3 2026: 10,415 shares worth $134K. The stake represents 0.04% of the portfolio and ranks #144 among its holdings.

32 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

WT Wealth Management held 10,415 shares of UiPath worth $134K as of Q3 2026.
UiPath was a new WT Wealth Management position in Q3 2026.
UiPath made up 0.04% of WT Wealth Management's portfolio in Q3 2026, its #144 holding.
32 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.