Abound Wealth Management’s UiPath PATH Stock Holding History

Abound 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
2025 Q2	–	Sell	-122	Closed	-$1.26K	–	1336
2025 Q1	$1.26K	Buy	+122	New	+$1.57K	﹤0.01%	738
2024 Q3	–	Sell	-49	Closed	-$622	–	1327
2024 Q2	$622	Sell	49 -4	-8%	-$69	﹤0.01%	772
2024 Q1	$1.2K	Hold	53	–	–	﹤0.01%	755
2023 Q4	$1.32K	Buy	53 +49	+1,225%	+$956	﹤0.01%	725
2023 Q3	$69	Hold	4	–	–	﹤0.01%	1157
2023 Q2	$67	Buy	+4	New	+$64	﹤0.01%	1180

Other funds holding PATH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAM

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Abound Wealth Management's PATH Position: Q2 2025 in Review

Abound Wealth Management sold out of UiPath (PATH) in Q2 2025, closing a stake of 122 shares — an estimated $1.26K sold.

Abound Wealth Management first reported a position in PATH in Q2 2023 and held it in 6 quarters. The position peaked at $1.32K in Q4 2023. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

Abound Wealth Management reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
Abound Wealth Management sold 122 UiPath shares in Q2 2025, an estimated $1.26K.
Abound Wealth Management first reported a position in UiPath in Q2 2023 and held it in 6 quarters.
Abound Wealth Management's UiPath position peaked at $1.32K in Q4 2023.
454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Abound Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.