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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Hold	–	-$24.8K	–	528
2023 Q4	–	Hold	–	–	–	437
2023 Q3	–	Hold	–	–	–	429

Other funds holding PATH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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.