IMA Advisory Services’s UiPath PATH Stock Holding History

IMA Advisory Services’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	-13	Closed	-$166	–	569
2025 Q2	$166	Buy	+13	New	+$156	﹤0.01%	519

Other funds holding PATH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IMA Advisory Services's PATH Position: Q3 2025 in Review

IMA Advisory Services sold out of UiPath (PATH) in Q3 2025, closing a stake of 13 shares — an estimated $166 sold.

IMA Advisory Services first reported a position in PATH in Q2 2025 and held it in 1 quarter. The position peaked at $166 in Q2 2025. 473 funds tracked by Wall St. Rank hold PATH as of Q3 2025.

IMA Advisory Services reported no remaining UiPath position as of Q3 2025 after selling out during the quarter.
IMA Advisory Services sold 13 UiPath shares in Q3 2025, an estimated $166.
IMA Advisory Services first reported a position in UiPath in Q2 2025 and held it in 1 quarter.
IMA Advisory Services's UiPath position peaked at $166 in Q2 2025.
473 funds tracked by Wall St. Rank held UiPath as of Q3 2025.

Based on IMA Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.