HIA
PATH icon

Harbor Investment Advisory’s UiPath PATH Stock Holding History

Harbor Investment Advisory’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
-440
Closed -$5.63K – 1209
2025
Q2 		$5.63K Hold
440
– – ﹤0.01% 980
2025
Q1 		$4.53K Sell
440
-400
-48% -$5.15K ﹤0.01% 993
2024
Q4 		$10.7K Buy
840
+400
+91% +$5.29K ﹤0.01% 856
2024
Q3 		$5.63K Hold
440
– – ﹤0.01% 965
2024
Q2 		$5.58K Sell
440
-1,747
-80% -$30.2K ﹤0.01% 953
2024
Q1 		$49.6K Sell
2,187
-264
-11% -$6.18K 0.01% 584
2023
Q4 		$60.9K Buy
+2,451
New +$47.8K 0.01% 527
2022
Q3 		– Sell
-1,194
Closed -$22K – 1376
2022
Q2 		$22K Hold
1,194
– – ﹤0.01% 890
2022
Q1 		$26K Hold
1,194
– – ﹤0.01% 894
2021
Q4 		$51K Buy
1,194
+431
+56% +$21.3K 0.01% 741
2021
Q3 		$40K Buy
763
+139
+22% +$8.41K 0.01% 796
2021
Q2 		$42K Buy
+624
New +$45.8K 0.01% 743

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