PAG
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Poinciana Advisors Group’s UiPath PATH Stock Holding History

Poinciana Advisors Group’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
-12,574
Closed -$161K – 135
2025
Q2 		$161K Buy
+12,574
New +$151K 0.15% 121
2025
Q1 		– Sell
-16,123
Closed -$205K – 121
2024
Q4 		$205K Buy
+16,123
New +$213K 0.21% 94

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

Poinciana Advisors Group's PATH Position: Q3 2025 in Review

Poinciana Advisors Group sold out of UiPath (PATH) in Q3 2025, closing a stake of 12,574 shares — an estimated $161K sold.

Poinciana Advisors Group first reported a position in PATH in Q4 2024 and held it in 2 quarters. The position peaked at $205K in Q4 2024. 473 funds tracked by Wall St. Rank hold PATH as of Q3 2025.

  • Poinciana Advisors Group reported no remaining UiPath position as of Q3 2025 after selling out during the quarter.
  • Poinciana Advisors Group sold 12,574 UiPath shares in Q3 2025, an estimated $161K.
  • Poinciana Advisors Group first reported a position in UiPath in Q4 2024 and held it in 2 quarters.
  • Poinciana Advisors Group's UiPath position peaked at $205K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held UiPath as of Q3 2025.

Based on Poinciana Advisors Group's 13F filing for Q3 2025, filed 31 Oct 2025.