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Legacy Wealth Management (Idaho)’s UiPath PATH Stock Holding History

Legacy Wealth Management (Idaho)’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
-200
Closed -$2.06K – 833
2025
Q1 		$2.06K Buy
+200
New +$2.57K ﹤0.01% 531

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s PATH Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of UiPath (PATH) in Q2 2025, closing a stake of 200 shares — an estimated $2.06K sold.

Legacy Wealth Management (Idaho) first reported a position in PATH in Q1 2025 and held it in 1 quarter. The position peaked at $2.06K in Q1 2025. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 200 UiPath shares in Q2 2025, an estimated $2.06K.
  • Legacy Wealth Management (Idaho) first reported a position in UiPath in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s UiPath position peaked at $2.06K in Q1 2025.
  • 454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.