Carolinas Wealth Consulting’s UiPath PATH Stock Holding History

Carolinas Wealth Consulting’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	-212	Closed	-$2.18K	–	669
2025 Q1	$2.18K	Buy	+212	New	+$2.73K	﹤0.01%	785

Other funds holding PATH

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carolinas Wealth Consulting's PATH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of UiPath (PATH) in Q2 2025, closing a stake of 212 shares — an estimated $2.18K sold.

Carolinas Wealth Consulting first reported a position in PATH in Q1 2025 and held it in 1 quarter. The position peaked at $2.18K in Q1 2025. 455 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

Carolinas Wealth Consulting reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 212 UiPath shares in Q2 2025, an estimated $2.18K.
Carolinas Wealth Consulting first reported a position in UiPath in Q1 2025 and held it in 1 quarter.
Carolinas Wealth Consulting's UiPath position peaked at $2.18K in Q1 2025.
455 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.