Independent Advisor Alliance’s UiPath PATH Stock Holding History

Independent Advisor Alliance’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	-11,502	Closed	-$118K	–	920
2025 Q1	$118K	Buy	+11,502	New	+$148K	﹤0.01%	784

Other funds holding PATH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Advisor Alliance's PATH Position: Q2 2025 in Review

Independent Advisor Alliance sold out of UiPath (PATH) in Q2 2025, closing a stake of 11,502 shares — an estimated $118K sold.

Independent Advisor Alliance first reported a position in PATH in Q1 2025 and held it in 1 quarter. The position peaked at $118K in Q1 2025. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

Independent Advisor Alliance reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
Independent Advisor Alliance sold 11,502 UiPath shares in Q2 2025, an estimated $118K.
Independent Advisor Alliance first reported a position in UiPath in Q1 2025 and held it in 1 quarter.
Independent Advisor Alliance's UiPath position peaked at $118K in Q1 2025.
454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Independent Advisor Alliance's 13F filing for Q2 2025, filed 11 Aug 2025.