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Mount Yale Investment Advisors’s UiPath PATH Stock Holding History

Mount Yale Investment Advisors’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
-1,054
Closed -$13.5K – 1320
2025
Q2 		$13.5K Buy
+1,054
New +$12.6K ﹤0.01% 1102

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

Mount Yale Investment Advisors's PATH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of UiPath (PATH) in Q3 2025, closing a stake of 1,054 shares — an estimated $13.5K sold.

Mount Yale Investment Advisors first reported a position in PATH in Q2 2025 and held it in 1 quarter. The position peaked at $13.5K in Q2 2025. 473 funds tracked by Wall St. Rank hold PATH as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining UiPath position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,054 UiPath shares in Q3 2025, an estimated $13.5K.
  • Mount Yale Investment Advisors first reported a position in UiPath in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's UiPath position peaked at $13.5K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held UiPath as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.