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Bullock Wealth Management’s UiPath PATH Stock Holding History

Bullock 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
Q3 		– Sell
-268
Closed -$3.4K – 652
2025
Q2 		$3.4K Buy
+268
New +$3.21K ﹤0.01% 477
2025
Q1 		– Sell
-268
Closed -$3.41K – 608
2024
Q4 		$3.41K Hold
268
– – ﹤0.01% 472
2024
Q3 		$3.44K Sell
268
-522
-66% -$6.39K ﹤0.01% 456
2024
Q2 		$10.2K Sell
790
-7,154
-90% -$124K 0.01% 353
2024
Q1 		$176K Buy
+7,944
New +$186K 0.12% 150

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
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bullock Wealth Management's PATH Position: Q3 2025 in Review

Bullock Wealth Management sold out of UiPath (PATH) in Q3 2025, closing a stake of 268 shares — an estimated $3.4K sold.

Bullock Wealth Management first reported a position in PATH in Q1 2024 and held it in 5 quarters. The position peaked at $176K in Q1 2024. 473 funds tracked by Wall St. Rank hold PATH as of Q3 2025.

  • Bullock Wealth Management reported no remaining UiPath position as of Q3 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 268 UiPath shares in Q3 2025, an estimated $3.4K.
  • Bullock Wealth Management first reported a position in UiPath in Q1 2024 and held it in 5 quarters.
  • Bullock Wealth Management's UiPath position peaked at $176K in Q1 2024.
  • 473 funds tracked by Wall St. Rank held UiPath as of Q3 2025.

Based on Bullock Wealth Management's 13F filing for Q3 2025, filed 24 Sep 2026.