Avantax Advisory Services’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
Other funds holding PATH
TAM
SM
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.