PWM
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Prosperity Wealth Management’s UiPath PATH Stock Holding History

Prosperity 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
Q4 		$420K Buy
25,600
+1,700
+7% +$26.5K 0.14% 159
2025
Q3 		$320K Buy
23,900
+2,700
+13% +$31.9K 0.11% 179
2025
Q2 		$271K Buy
+21,200
New +$254K 0.1% 187
2025
Q1 		– Sell
-13,900
Closed -$177K – 248
2024
Q4 		$177K Sell
13,900
-6,855
-33% -$90.6K 0.07% 195
2024
Q3 		$266K Buy
+20,755
New +$254K 0.11% 145
2024
Q2 		– Sell
-16,650
Closed -$377K – 199
2024
Q1 		$377K Buy
16,650
+1,050
+7% +$24.6K 0.18% 96
2023
Q4 		$388K Buy
15,600
+1,250
+9% +$24.4K 0.25% 69
2023
Q3 		$246K Buy
14,350
+1,170
+9% +$19.5K 0.16% 107
2023
Q2 		$218K Buy
+13,180
New +$211K 0.14% 118

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Prosperity Wealth Management's PATH Position: Q4 2025 in Review

Prosperity Wealth Management increased its UiPath (PATH) stake by 7.1% in Q4 2025, buying an estimated $26.5K and bringing the position to 25,600 shares worth $420K. The position accounts for 0.14% of the portfolio, ranked #159.

Prosperity Wealth Management first reported a position in PATH in Q2 2023 and has held it in 9 quarters since. 539 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

  • Prosperity Wealth Management held 25,600 shares of UiPath worth $420K as of Q4 2025.
  • Prosperity Wealth Management bought 1,700 UiPath shares in Q4 2025, an estimated $26.5K.
  • UiPath made up 0.14% of Prosperity Wealth Management's portfolio in Q4 2025, its #159 holding.
  • Prosperity Wealth Management first reported a position in UiPath in Q2 2023 and has held it in 9 quarters since.
  • 539 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.