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Mark Sheptoff Financial Planning’s UiPath PATH Stock Holding History

Mark Sheptoff 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
-800
Closed -$13.1K – 558
2025
Q4 		$13.1K Buy
+800
New +$12.5K 0.01% 319
2024
Q1 		– Sell
-1,000
Closed -$24.8K – 421
2023
Q4 		$24.8K Buy
+1,000
New +$19.5K 0.02% 210

Other funds holding PATH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Mark Sheptoff Financial Planning's PATH Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of UiPath (PATH) in Q1 2026, closing a stake of 800 shares — an estimated $13.1K sold.

Mark Sheptoff Financial Planning first reported a position in PATH in Q4 2023 and held it in 2 quarters. The position peaked at $24.8K in Q4 2023. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 800 UiPath shares in Q1 2026, an estimated $13.1K.
  • Mark Sheptoff Financial Planning first reported a position in UiPath in Q4 2023 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's UiPath position peaked at $24.8K in Q4 2023.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.