Kerr Financial Planning’s UiPath PATH Stock Holding History

Kerr Financial Planning’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
2026 Q1	–	Sell	-8	Closed	-$97	–	531
2025 Q4	$97	Buy	+8	New	+$125	﹤0.01%	495

Other funds holding PATH

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TAM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kerr Financial Planning's PATH Position: Q1 2026 in Review

Kerr Financial Planning sold out of UiPath (PATH) in Q1 2026, closing a stake of 8 shares — an estimated $97 sold.

Kerr Financial Planning first reported a position in PATH in Q4 2025 and held it in 1 quarter. The position peaked at $97 in Q4 2025. 534 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

Kerr Financial Planning reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
Kerr Financial Planning sold 8 UiPath shares in Q1 2026, an estimated $97.
Kerr Financial Planning first reported a position in UiPath in Q4 2025 and held it in 1 quarter.
Kerr Financial Planning's UiPath position peaked at $97 in Q4 2025.
534 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Kerr Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.