SWM
PATH icon

Spire Wealth Management’s UiPath PATH Stock Holding History

Spire 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
Q3 		– Sell
-35,477
Closed -$454K – 2449
2025
Q2 		$454K Buy
35,477
+9,612
+37% +$115K 0.02% 532
2025
Q1 		$266K Buy
+25,865
New +$333K 0.01% 752
2024
Q4 		– Sell
-1,618
Closed -$20.7K – 2506
2024
Q3 		$20.7K Sell
1,618
-2,940
-65% -$36K ﹤0.01% 1430
2024
Q2 		$57.8K Sell
4,558
-20,808
-82% -$360K ﹤0.01% 1070
2024
Q1 		$575K Sell
25,366
-1,249
-5% -$29.2K 0.01% 489
2023
Q4 		$592K Buy
26,615
+9,021
+51% +$176K 0.02% 479
2023
Q3 		$301K Buy
17,594
+12,594
+252% +$210K 0.01% 593
2023
Q2 		$82.8K Buy
5,000
+4,800
+2,400% +$77K ﹤0.01% 1027
2023
Q1 		$3.51K Buy
+200
New +$3.02K ﹤0.01% 2121
2022
Q4 		– Sell
-212
Closed -$3K – 2377
2022
Q3 		$3K Hold
212
– – ﹤0.01% 1879
2022
Q2 		$4K Buy
+212
New +$3.96K ﹤0.01% 2207

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