SPWM
PATH icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $509M 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