Straight Path Wealth Management’s UiPath PATH Stock Holding History

Straight Path 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	-21,000	Closed	-$269K	–	144
2025 Q2	$269K	Hold	21,000	–	–	0.09%	93
2025 Q1	$216K	Hold	21,000	–	–	0.09%	98
2024 Q4	$267K	Sell	21,000 -1,000	-5%	-$13.2K	0.11%	78
2024 Q3	$282K	Sell	22,000 -1,000	-4%	-$12.2K	0.12%	76
2024 Q2	$292K	Sell	23,000 -20	-0.1%	-$346	0.15%	69
2024 Q1	$522K	Buy	+23,020	New	+$539K	0.29%	42

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Straight Path Wealth Management's PATH Position: Q3 2025 in Review

Straight Path Wealth Management sold out of UiPath (PATH) in Q3 2025, closing a stake of 21,000 shares — an estimated $269K sold.

Straight Path Wealth Management first reported a position in PATH in Q1 2024 and held it in 6 quarters. The position peaked at $522K in Q1 2024. 473 funds tracked by Wall St. Rank hold PATH as of Q3 2025.

Straight Path Wealth Management reported no remaining UiPath position as of Q3 2025 after selling out during the quarter.
Straight Path Wealth Management sold 21,000 UiPath shares in Q3 2025, an estimated $269K.
Straight Path Wealth Management first reported a position in UiPath in Q1 2024 and held it in 6 quarters.
Straight Path Wealth Management's UiPath position peaked at $522K in Q1 2024.
473 funds tracked by Wall St. Rank held UiPath as of Q3 2025.

Based on Straight Path Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.