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MB, Levis & Associates’s UiPath PATH Stock Holding History

MB, Levis & Associates’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
Q3 		– Sell
-50
Closed -$640 – 284
2025
Q2 		$640 Hold
50
– – ﹤0.01% 254
2025
Q1 		$515 Hold
50
– – ﹤0.01% 268
2024
Q4 		$636 Hold
50
– – ﹤0.01% 276
2024
Q3 		$640 Hold
50
– – ﹤0.01% 275
2024
Q2 		$634 Hold
50
– – ﹤0.01% 271
2024
Q1 		$1.13K Hold
50
– – ﹤0.01% 258
2023
Q4 		$1.24K Hold
50
– – ﹤0.01% 249
2023
Q3 		$856 Hold
50
– – ﹤0.01% 259
2023
Q2 		$829 Hold
50
– – ﹤0.01% 265
2023
Q1 		$878 Hold
50
– – ﹤0.01% 259
2022
Q4 		$636 Buy
+50
New +$618 ﹤0.01% 242

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MB, Levis & Associates's PATH Position: Q3 2025 in Review

MB, Levis & Associates sold out of UiPath (PATH) in Q3 2025, closing a stake of 50 shares — an estimated $640 sold.

MB, Levis & Associates first reported a position in PATH in Q4 2022 and held it in 11 quarters. The position peaked at $1.24K in Q4 2023. 473 funds tracked by Wall St. Rank hold PATH as of Q3 2025.

  • MB, Levis & Associates reported no remaining UiPath position as of Q3 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 50 UiPath shares in Q3 2025, an estimated $640.
  • MB, Levis & Associates first reported a position in UiPath in Q4 2022 and held it in 11 quarters.
  • MB, Levis & Associates's UiPath position peaked at $1.24K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held UiPath as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.