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Plante Moran Financial Advisors’s UiPath PATH Stock Holding History

Plante Moran Financial 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
2026
Q1 		– Sell
-3
Closed -$49 – 835
2025
Q4 		$49 Buy
+3
New +$47 ﹤0.01% 800
2022
Q3 		– Sell
-68
Closed -$1K – 1013
2022
Q2 		$1K Buy
+68
New +$1.27K ﹤0.01% 927

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Plante Moran Financial Advisors's PATH Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of UiPath (PATH) in Q1 2026, closing a stake of 3 shares — an estimated $49 sold.

Plante Moran Financial Advisors first reported a position in PATH in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 536 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining UiPath position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3 UiPath shares in Q1 2026, an estimated $49.
  • Plante Moran Financial Advisors first reported a position in UiPath in Q2 2022 and held it in 2 quarters.
  • Plante Moran Financial Advisors's UiPath position peaked at $1K in Q2 2022.
  • 536 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.