Global Retirement Partners’s UiPath PATH Stock Holding History

Global Retirement Partners’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	$156K	Buy	9,532 +6,120	+179%	+$95.2K	﹤0.01%	1627
2025 Q3	$45.7K	Buy	3,412 +1,503	+79%	+$17.8K	﹤0.01%	1947
2025 Q2	$24.4K	Buy	+1,909	New	+$22.9K	﹤0.01%	2184
2024 Q4	$11.4K	Sell	895 -400	-31%	-$5.29K	﹤0.01%	2355
2024 Q3	$16.6K	Buy	1,295 +4	+0.3%	+$49	﹤0.01%	2077
2024 Q2	$16.4K	Sell	1,291 -46	-3%	-$795	﹤0.01%	2088
2024 Q1	$30.3K	Buy	1,337 +35	+3%	+$819	﹤0.01%	1628
2023 Q4	$28.8K	Buy	1,302 +73	+6%	+$1.43K	﹤0.01%	1583
2023 Q3	$20.5K	Buy	1,229 +93	+8%	+$1.55K	﹤0.01%	1637
2023 Q2	$18.8K	Buy	1,136 +250	+28%	+$4.01K	﹤0.01%	1687
2023 Q1	$11.2K	Buy	886 +427	+93%	+$6.45K	﹤0.01%	1880
2022 Q4	$5.83K	Hold	459	–	–	﹤0.01%	1975
2022 Q3	$6K	Sell	459 -22	-5%	-$386	﹤0.01%	1881
2022 Q2	$9K	Hold	481	–	–	﹤0.01%	1689
2022 Q1	$8K	Buy	+481	New	+$16.2K	﹤0.01%	1722
2021 Q4	–	Sell	-238	Closed	-$13K	–	1316
2021 Q3	$13K	Buy	238 +232	+3,867%	+$14K	﹤0.01%	1344
2021 Q2	$0	Buy	+6	New	+$440	﹤0.01%	1921

Other funds holding PATH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

TFG Asset Management Grand Cayman, Cayman Islands $509M 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

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

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 Oslo, Norway $935B AUM