Koss-Olinger Consulting’s UiPath PATH Stock Holding History

Koss-Olinger Consulting’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 Q4	–	Sell	-10,000	Closed	-$128K	–	305
2025 Q3	$128K	Hold	10,000	–	–	0.01%	302
2025 Q2	$128K	Hold	10,000	–	–	0.01%	305
2025 Q1	$103K	Hold	10,000	–	–	0.01%	301
2024 Q4	$127K	Hold	10,000	–	–	0.01%	173
2024 Q3	$128K	Hold	10,000	–	–	0.01%	263
2024 Q2	$127K	Buy	+10,000	New	+$173K	0.01%	254
2024 Q1	–	Sell	-10,000	Closed	-$248K	–	222
2023 Q4	$248K	Buy	+10,000	New	+$195K	0.02%	264
2023 Q3	–	Sell	-60,000	Closed	-$994K	–	299
2023 Q2	$994K	Sell	60,000 -20,000	-25%	-$321K	0.12%	96
2023 Q1	$1.41M	Buy	+80,000	New	+$1.21M	0.18%	66
2021 Q3	–	Sell	-7,500	Closed	-$509K	–	264
2021 Q2	$509K	Buy	+7,500	New	+$550K	0.08%	134

Other funds holding PATH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

TFG Asset Management Grand Cayman, Cayman Islands $509M AUM 24.47% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM