Avantax Advisory Services’s UiPath PATH Stock Holding History

Avantax Advisory Services’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	$140K	Buy	10,911 +404	+4%	+$4.85K	﹤0.01%	2255
2025 Q1	$108K	Buy	+10,507	New	+$135K	﹤0.01%	2154
2024 Q4	–	Sell	-15,561	Closed	-$199K	–	2250
2024 Q3	$199K	Sell	15,561 -216	-1%	-$2.65K	﹤0.01%	2004
2024 Q2	$200K	Sell	15,777 -3,813	-19%	-$65.9K	﹤0.01%	1958
2024 Q1	$444K	Buy	19,590 +7,297	+59%	+$171K	﹤0.01%	1103
2023 Q4	$305K	Buy	12,293 +811	+7%	+$15.8K	﹤0.01%	1226
2023 Q3	$196K	Sell	11,482 -20	-0.2%	-$333	﹤0.01%	1435
2023 Q2	$191K	Buy	+11,502	New	+$184K	﹤0.01%	1409

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

Avantax Advisory Services's PATH Position: Q2 2025 in Review

Avantax Advisory Services increased its UiPath (PATH) stake by 3.8% in Q2 2025, buying an estimated $4.85K and bringing the position to 10,911 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

Avantax Advisory Services first reported a position in PATH in Q2 2023 and has held it in 8 quarters since. The position peaked at $444K in Q1 2024. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

Avantax Advisory Services held 10,911 shares of UiPath worth $140K as of Q2 2025.
Avantax Advisory Services bought 404 UiPath shares in Q2 2025, an estimated $4.85K.
UiPath made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2255 holding.
Avantax Advisory Services first reported a position in UiPath in Q2 2023 and has held it in 8 quarters since.
Avantax Advisory Services's UiPath position peaked at $444K in Q1 2024.
454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.