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CarsonAllaria Wealth Management’s UiPath PATH Stock Holding History

CarsonAllaria 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
Q2 		– Sell
-125
Closed -$1.29K – 371
2025
Q1 		$1.29K Hold
125
– – ﹤0.01% 338
2024
Q4 		$1.59K Sell
125
-363
-74% -$4.8K ﹤0.01% 318
2024
Q3 		$6.25K Sell
488
-70
-13% -$857 ﹤0.01% 293
2024
Q2 		$7.08K Hold
558
– – ﹤0.01% 277
2024
Q1 		$12.7K Sell
558
-35
-6% -$819 0.01% 228
2023
Q4 		$14.7K Sell
593
-180
-23% -$3.51K 0.01% 190
2023
Q3 		$13.2K Sell
773
-125
-14% -$2.08K 0.01% 189
2023
Q2 		$14.9K Buy
898
+172
+24% +$2.76K 0.01% 192
2023
Q1 		$12.7K Hold
726
– – 0.01% 195
2022
Q4 		$9K Sell
726
-25
-3% -$309 0.01% 196
2022
Q3 		$9K Sell
751
-4
-0.5% -$70 0.01% 201
2022
Q2 		$14K Buy
755
+150
+25% +$2.81K 0.01% 166
2022
Q1 		$13K Sell
605
-101
-14% -$3.4K 0.01% 180
2021
Q4 		$30K Buy
+706
New +$34.8K 0.03% 149

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CarsonAllaria Wealth Management's PATH Position: Q2 2025 in Review

CarsonAllaria Wealth Management sold out of UiPath (PATH) in Q2 2025, closing a stake of 125 shares — an estimated $1.29K sold.

CarsonAllaria Wealth Management first reported a position in PATH in Q4 2021 and held it in 14 quarters. The position peaked at $30K in Q4 2021. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

  • CarsonAllaria Wealth Management reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 125 UiPath shares in Q2 2025, an estimated $1.29K.
  • CarsonAllaria Wealth Management first reported a position in UiPath in Q4 2021 and held it in 14 quarters.
  • CarsonAllaria Wealth Management's UiPath position peaked at $30K in Q4 2021.
  • 454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.