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SteelPeak Wealth’s UiPath PATH Stock Holding History

SteelPeak Wealth’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
-32,706
Closed -$337K – 639
2025
Q1 		$337K Buy
32,706
+5,233
+19% +$67.3K 0.01% 398
2024
Q4 		$349K Buy
27,473
+220
+0.8% +$2.91K 0.01% 386
2024
Q3 		$349K Sell
27,253
-6,093
-18% -$74.6K 0.02% 369
2024
Q2 		$423K Buy
33,346
+10,754
+48% +$186K 0.02% 333
2024
Q1 		$512K Buy
22,592
+8,149
+56% +$191K 0.03% 293
2023
Q4 		$359K Sell
14,443
-1,018
-7% -$19.9K 0.02% 316
2023
Q3 		$265K Buy
15,461
+2,896
+23% +$48.2K 0.02% 348
2023
Q2 		$208K Sell
12,565
-5,460
-30% -$87.6K 0.01% 388
2023
Q1 		$317K Buy
18,025
+3,878
+27% +$58.6K 0.02% 297
2022
Q4 		$180K Sell
14,147
-19,056
-57% -$235K 0.01% 376
2022
Q3 		$419K Buy
33,203
+2,115
+7% +$37.1K 0.03% 276
2022
Q2 		$565K Sell
31,088
-10,051
-24% -$188K 0.04% 237
2022
Q1 		$889K Buy
41,139
+22,138
+117% +$746K 0.05% 201
2021
Q4 		$820K Buy
19,001
+14,000
+280% +$690K 0.05% 196
2021
Q3 		$263K Buy
+5,001
New +$303K 0.02% 351

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 $786B AUM 40.34% 1-Year Est. Return
BlackRock
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SteelPeak Wealth's PATH Position: Q2 2025 in Review

SteelPeak Wealth sold out of UiPath (PATH) in Q2 2025, closing a stake of 32,706 shares — an estimated $337K sold.

SteelPeak Wealth first reported a position in PATH in Q3 2021 and held it in 15 quarters. The position peaked at $889K in Q1 2022. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

  • SteelPeak Wealth reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 32,706 UiPath shares in Q2 2025, an estimated $337K.
  • SteelPeak Wealth first reported a position in UiPath in Q3 2021 and held it in 15 quarters.
  • SteelPeak Wealth's UiPath position peaked at $889K in Q1 2022.
  • 454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.