Kovitz Investment Group Partners’s UiPath PATH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$187K	Buy	+14,625	New	+$187K	﹤0.01%	1282
2025 Q1	–	Sell	-10,692	Closed	-$136K	–	1285
2024 Q4	$136K	Buy	10,692 +29	+0.3%	+$369	﹤0.01%	1184
2024 Q3	$60.8K	Buy	+10,663	New	+$60.8K	﹤0.01%	999