Financial Consulate’s UiPath PATH Stock Holding History

Financial Consulate’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	-10	Closed	-$134	–	1419
2025 Q3	$134	Buy	+10	New	+$118	﹤0.01%	1140

Other funds holding PATH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Financial Consulate's PATH Position: Q4 2025 in Review

Financial Consulate sold out of UiPath (PATH) in Q4 2025, closing a stake of 10 shares — an estimated $134 sold.

Financial Consulate first reported a position in PATH in Q3 2025 and held it in 1 quarter. The position peaked at $134 in Q3 2025. 539 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

Financial Consulate reported no remaining UiPath position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 10 UiPath shares in Q4 2025, an estimated $134.
Financial Consulate first reported a position in UiPath in Q3 2025 and held it in 1 quarter.
Financial Consulate's UiPath position peaked at $134 in Q3 2025.
539 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.