Planning Strategies Inc.’s UiPath PATH Stock Holding History

Planning Strategies Inc.’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	$500	Buy	+46	New	+$491	﹤0.01%	860

Other funds holding PATH

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Ahara Advisors Jersey City, New Jersey $148M AUM

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

GIS

Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Planning Strategies Inc.'s PATH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in UiPath (PATH) in Q2 2026: 46 shares worth $500. The stake represents ﹤0.01% of the portfolio and ranks #860 among its holdings.

134 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Planning Strategies Inc. held 46 shares of UiPath worth $500 as of Q2 2026.
UiPath was a new Planning Strategies Inc. position in Q2 2026.
UiPath made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #860 holding.
134 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.