Raymond James Financial
PATH icon

Raymond James Financial’s UiPath PATH Stock Holding History

Raymond James Financial’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 		$3.67M Buy
330,641
+13,541
+4% +$172K ﹤0.01% 2847
2025
Q4 		$5.2M Buy
317,100
+36,394
+13% +$566K ﹤0.01% 2485
2025
Q3 		$3.76M Buy
280,706
+8,272
+3% +$97.8K ﹤0.01% 2686
2025
Q2 		$3.49M Sell
272,434
-413,844
-60% -$4.97M ﹤0.01% 2632
2025
Q1 		$7.07M Buy
686,278
+253,113
+58% +$3.26M ﹤0.01% 2069
2024
Q4 		$5.51M Buy
+433,165
New +$5.73M ﹤0.01% 2270

Other funds holding PATH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $509M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return