SW
PATH icon

SVB Wealth’s UiPath PATH Stock Holding History

SVB 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
-30,279
Closed -$312K – 1270
2025
Q1 		$312K Sell
30,279
-18
-0.1% -$232 0.01% 256
2024
Q4 		$385K Buy
+30,297
New +$400K 0.01% 488
2024
Q3 		– Sell
-30,083
Closed -$381K – 428
2024
Q2 		$381K Sell
30,083
-28,802
-49% -$498K 0.01% 488
2024
Q1 		$1.33M Sell
58,885
-331
-0.6% -$7.75K 0.03% 296
2023
Q4 		$1.47M Buy
59,216
+28,910
+95% +$564K 0.04% 282
2023
Q3 		$519K Sell
30,306
-333
-1% -$5.54K 0.01% 448
2023
Q2 		$508K Buy
30,639
+313
+1% +$5.02K 0.01% 483
2023
Q1 		$533K Sell
30,326
-7,153
-19% -$108K 0.01% 524
2022
Q4 		$476K Sell
37,479
-1,257
-3% -$15.5K 0.01% 578
2022
Q3 		$489K Buy
+38,736
New +$679K 0.01% 539

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 $666B AUM 30.12% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return