EW
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Evoke Wealth’s UiPath PATH Stock Holding History

Evoke Wealth’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
Q3 		– Sell
-15,036
Closed -$192K – 679
2025
Q2 		$192K Buy
+15,036
New +$180K ﹤0.01% 571
2022
Q3 		– Sell
-1,661
Closed -$30K – 1233
2022
Q2 		$30K Sell
1,661
-932
-36% -$17.4K ﹤0.01% 593
2022
Q1 		$56K Sell
2,593
-175
-6% -$5.9K ﹤0.01% 504
2021
Q4 		$119K Buy
2,768
+1,062
+62% +$52.4K ﹤0.01% 423
2021
Q3 		$89K Buy
1,706
+272
+19% +$16.5K ﹤0.01% 444
2021
Q2 		$97K Buy
+1,434
New +$105K ﹤0.01% 446

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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth's PATH Position: Q3 2025 in Review

Evoke Wealth sold out of UiPath (PATH) in Q3 2025, closing a stake of 15,036 shares — an estimated $192K sold.

Evoke Wealth first reported a position in PATH in Q2 2021 and held it in 6 quarters. The position peaked at $192K in Q2 2025. 473 funds tracked by Wall St. Rank hold PATH as of Q3 2025.

  • Evoke Wealth reported no remaining UiPath position as of Q3 2025 after selling out during the quarter.
  • Evoke Wealth sold 15,036 UiPath shares in Q3 2025, an estimated $192K.
  • Evoke Wealth first reported a position in UiPath in Q2 2021 and held it in 6 quarters.
  • Evoke Wealth's UiPath position peaked at $192K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held UiPath as of Q3 2025.

Based on Evoke Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.