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Family Legacy Financial Solutions’s UiPath PATH Stock Holding History

Family Legacy Financial Solutions’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
-950
Closed -$12.7K – 172
2025
Q3 		$12.7K Hold
950
– – 0.01% 152
2025
Q2 		$12.2K Buy
+950
New +$11.4K 0.01% 138

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

Family Legacy Financial Solutions's PATH Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of UiPath (PATH) in Q4 2025, closing a stake of 950 shares — an estimated $12.7K sold.

Family Legacy Financial Solutions first reported a position in PATH in Q2 2025 and held it in 2 quarters. The position peaked at $12.7K in Q3 2025. 539 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining UiPath position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 950 UiPath shares in Q4 2025, an estimated $12.7K.
  • Family Legacy Financial Solutions first reported a position in UiPath in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's UiPath position peaked at $12.7K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.