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Global Financial Private Client’s UiPath PATH Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-16
Closed -$165 – 1193
2025
Q1 		$165 Buy
16
+9
+129% +$116 ﹤0.01% 1554
2024
Q4 		$89 Buy
+7
New +$93 ﹤0.01% 1505
2024
Q2 		– Sell
-6,471
Closed -$144K – 709
2024
Q1 		$144K Buy
6,471
+551
+9% +$12.9K 0.06% 203
2023
Q4 		$147K Buy
5,920
+215
+4% +$4.2K 0.07% 191
2023
Q3 		$98.4K Buy
5,705
+1,095
+24% +$18.2K 0.05% 218
2023
Q2 		$78K Buy
+4,610
New +$73.9K 0.04% 247

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Financial Private Client's PATH Position: Q2 2025 in Review

Global Financial Private Client sold out of UiPath (PATH) in Q2 2025, closing a stake of 16 shares — an estimated $165 sold.

Global Financial Private Client first reported a position in PATH in Q2 2023 and held it in 6 quarters. The position peaked at $147K in Q4 2023. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

  • Global Financial Private Client reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 16 UiPath shares in Q2 2025, an estimated $165.
  • Global Financial Private Client first reported a position in UiPath in Q2 2023 and held it in 6 quarters.
  • Global Financial Private Client's UiPath position peaked at $147K in Q4 2023.
  • 454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.