Cranbrook Wealth Management’s UiPath PATH Stock Holding History

Cranbrook 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	-3	Closed	-$31	–	436
2025 Q1	$31	Hold	3	–	–	﹤0.01%	423
2024 Q4	$39	Buy	+3	New	+$40	﹤0.01%	406

Other funds holding PATH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Cranbrook Wealth Management sold out of UiPath (PATH) in Q2 2025, closing a stake of 3 shares — an estimated $31 sold.

Cranbrook Wealth Management first reported a position in PATH in Q4 2024 and held it in 2 quarters. The position peaked at $39 in Q4 2024. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

Cranbrook Wealth Management reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
Cranbrook Wealth Management sold 3 UiPath shares in Q2 2025, an estimated $31.
Cranbrook Wealth Management first reported a position in UiPath in Q4 2024 and held it in 2 quarters.
Cranbrook Wealth Management's UiPath position peaked at $39 in Q4 2024.
454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Cranbrook Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.