RFG Advisory’s UiPath PATH Stock Holding History

RFG Advisory’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	–	Sell	-84,100	Closed	-$1.13M	–	1026
2025 Q3	$1.13M	Sell	84,100 -79,770	-49%	-$943K	0.02%	466
2025 Q2	$2.1M	Buy	163,870 +16,632	+11%	+$200K	0.05%	290
2025 Q1	$1.52M	Buy	+147,238	New	+$1.89M	0.04%	323

Other funds holding PATH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

RFG Advisory's PATH Position: Q4 2025 in Review

RFG Advisory sold out of UiPath (PATH) in Q4 2025, closing a stake of 84,100 shares — an estimated $1.13M sold.

RFG Advisory first reported a position in PATH in Q1 2025 and held it in 3 quarters. The position peaked at $2.1M in Q2 2025. 540 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

RFG Advisory reported no remaining UiPath position as of Q4 2025 after selling out during the quarter.
RFG Advisory sold 84,100 UiPath shares in Q4 2025, an estimated $1.13M.
RFG Advisory first reported a position in UiPath in Q1 2025 and held it in 3 quarters.
RFG Advisory's UiPath position peaked at $2.1M in Q2 2025.
540 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on RFG Advisory's 13F filing for Q4 2025, filed 3 Feb 2026.