Michael J. Porro & Co. Financial Advisors, Inc.’s UiPath PATH Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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	$498K	Buy	+30,391	New	+$473K	0.42%	82

Other funds holding PATH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Michael J. Porro & Co. Financial Advisors, Inc.'s PATH Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in UiPath (PATH) in Q4 2025: 30,391 shares worth $498K. The stake represents 0.42% of the portfolio and ranks #82 among its holdings.

540 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 30,391 shares of UiPath worth $498K as of Q4 2025.
UiPath was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
UiPath made up 0.42% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #82 holding.
540 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.