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Brookwood Investment Group’s UiPath PATH Stock Holding History

Brookwood Investment Group’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
Q4 		– Sell
-18,398
Closed -$246K – 556
2025
Q3 		$246K Buy
+18,398
New +$218K 0.03% 408

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brookwood Investment Group's PATH Position: Q4 2025 in Review

Brookwood Investment Group sold out of UiPath (PATH) in Q4 2025, closing a stake of 18,398 shares — an estimated $246K sold.

Brookwood Investment Group first reported a position in PATH in Q3 2025 and held it in 1 quarter. The position peaked at $246K in Q3 2025. 540 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

  • Brookwood Investment Group reported no remaining UiPath position as of Q4 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 18,398 UiPath shares in Q4 2025, an estimated $246K.
  • Brookwood Investment Group first reported a position in UiPath in Q3 2025 and held it in 1 quarter.
  • Brookwood Investment Group's UiPath position peaked at $246K in Q3 2025.
  • 540 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.