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GW Henssler & Associates’s UiPath PATH Stock Holding History

GW Henssler & Associates’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
Q3 		– Sell
-11,589
Closed -$148K – 244
2025
Q2 		$148K Hold
11,589
– – 0.01% 181
2025
Q1 		$119K Sell
11,589
-25
-0.2% -$322 0.01% 178
2024
Q4 		$149K Hold
11,614
– – 0.01% 179
2024
Q3 		$149K Buy
+11,614
New +$142K 0.01% 184

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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GW Henssler & Associates's PATH Position: Q3 2025 in Review

GW Henssler & Associates sold out of UiPath (PATH) in Q3 2025, closing a stake of 11,589 shares — an estimated $148K sold.

GW Henssler & Associates first reported a position in PATH in Q3 2024 and held it in 4 quarters. The position peaked at $149K in Q4 2024. 473 funds tracked by Wall St. Rank hold PATH as of Q3 2025.

  • GW Henssler & Associates reported no remaining UiPath position as of Q3 2025 after selling out during the quarter.
  • GW Henssler & Associates sold 11,589 UiPath shares in Q3 2025, an estimated $148K.
  • GW Henssler & Associates first reported a position in UiPath in Q3 2024 and held it in 4 quarters.
  • GW Henssler & Associates's UiPath position peaked at $149K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held UiPath as of Q3 2025.

Based on GW Henssler & Associates's 13F filing for Q3 2025, filed 23 Jan 2026.