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Richards, Merrill & Peterson’s UiPath PATH Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-90
Closed -$927 – 393
2025
Q1 		$927 Hold
90
– – ﹤0.01% 480
2024
Q4 		$1.14K Buy
+90
New +$1.19K ﹤0.01% 466

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Richards, Merrill & Peterson's PATH Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of UiPath (PATH) in Q2 2025, closing a stake of 90 shares — an estimated $927 sold.

Richards, Merrill & Peterson first reported a position in PATH in Q4 2024 and held it in 2 quarters. The position peaked at $1.14K in Q4 2024. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 90 UiPath shares in Q2 2025, an estimated $927.
  • Richards, Merrill & Peterson first reported a position in UiPath in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's UiPath position peaked at $1.14K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.