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Future Financial Wealth Management’s UiPath PATH Stock Holding History

Future Financial 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
Q4 		– Sell
-2,000
Closed -$26.8K – 333
2025
Q3 		$26.8K Hold
2,000
– – 0.02% 314
2025
Q2 		$25.6K Hold
2,000
– – 0.02% 305
2025
Q1 		$20.6K Hold
2,000
– – 0.02% 318
2024
Q4 		$25.4K Hold
2,000
– – 0.02% 303
2024
Q3 		$25.6K Buy
+2,000
New +$24.5K 0.02% 312
2024
Q2 		– Sell
-3,200
Closed -$72.5K – 345
2024
Q1 		$72.5K Buy
+3,200
New +$74.9K 0.06% 217

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $509M 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 $57.5B AUM 55.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM