PWM
PATH icon

Perigon Wealth Management’s UiPath PATH Stock Holding History

Perigon Wealth Management’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
-10,839
Closed -$112K – 1096
2025
Q1 		$112K Buy
10,839
+6
+0.1% +$77 ﹤0.01% 1004
2024
Q4 		$145K Buy
+10,833
New +$143K ﹤0.01% 1009

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

Perigon Wealth Management's PATH Position: Q2 2025 in Review

Perigon Wealth Management sold out of UiPath (PATH) in Q2 2025, closing a stake of 10,839 shares — an estimated $112K sold.

Perigon Wealth Management first reported a position in PATH in Q4 2024 and held it in 2 quarters. The position peaked at $145K in Q4 2024. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

  • Perigon Wealth Management reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 10,839 UiPath shares in Q2 2025, an estimated $112K.
  • Perigon Wealth Management first reported a position in UiPath in Q4 2024 and held it in 2 quarters.
  • Perigon Wealth Management's UiPath position peaked at $145K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.