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Colonial Trust Advisors’s UiPath PATH Stock Holding History

Colonial Trust Advisors’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
-700
Closed -$9.37K – 731
2025
Q3 		$9.37K Buy
700
+200
+40% +$2.36K ﹤0.01% 505
2025
Q2 		$6.4K Buy
500
+300
+150% +$3.6K ﹤0.01% 565
2025
Q1 		$2.06K Hold
200
– – ﹤0.01% 619
2024
Q4 		$2.54K Sell
200
-925
-82% -$12.2K ﹤0.01% 609
2024
Q3 		$14.4K Buy
1,125
+80
+8% +$980 ﹤0.01% 488
2024
Q2 		$13.3K Buy
1,045
+80
+8% +$1.38K ﹤0.01% 485
2024
Q1 		$21.9K Buy
965
+215
+29% +$5.03K ﹤0.01% 457
2023
Q4 		$18.6K Hold
750
– – ﹤0.01% 423
2023
Q3 		$12.8K Buy
750
+600
+400% +$9.99K ﹤0.01% 478
2023
Q2 		$2.49K Hold
150
– – ﹤0.01% 720
2023
Q1 		$2.63K Hold
150
– – ﹤0.01% 693
2022
Q4 		$1.91K Buy
+150
New +$1.85K ﹤0.01% 731

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Colonial Trust Advisors's PATH Position: Q4 2025 in Review

Colonial Trust Advisors sold out of UiPath (PATH) in Q4 2025, closing a stake of 700 shares — an estimated $9.37K sold.

Colonial Trust Advisors first reported a position in PATH in Q4 2022 and held it in 12 quarters. The position peaked at $21.9K in Q1 2024. 539 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

  • Colonial Trust Advisors reported no remaining UiPath position as of Q4 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 700 UiPath shares in Q4 2025, an estimated $9.37K.
  • Colonial Trust Advisors first reported a position in UiPath in Q4 2022 and held it in 12 quarters.
  • Colonial Trust Advisors's UiPath position peaked at $21.9K in Q1 2024.
  • 539 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on Colonial Trust Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.