Waypoint Wealth Counsel’s UiPath PATH Stock Holding History

Waypoint Wealth Counsel’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	-13,614	Closed	-$174K	–	289
2025 Q2	$174K	Buy	+13,614	New	+$163K	0.09%	181

Other funds holding PATH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waypoint Wealth Counsel's PATH Position: Q3 2025 in Review

Waypoint Wealth Counsel sold out of UiPath (PATH) in Q3 2025, closing a stake of 13,614 shares — an estimated $174K sold.

Waypoint Wealth Counsel first reported a position in PATH in Q2 2025 and held it in 1 quarter. The position peaked at $174K in Q2 2025. 473 funds tracked by Wall St. Rank hold PATH as of Q3 2025.

Waypoint Wealth Counsel reported no remaining UiPath position as of Q3 2025 after selling out during the quarter.
Waypoint Wealth Counsel sold 13,614 UiPath shares in Q3 2025, an estimated $174K.
Waypoint Wealth Counsel first reported a position in UiPath in Q2 2025 and held it in 1 quarter.
Waypoint Wealth Counsel's UiPath position peaked at $174K in Q2 2025.
473 funds tracked by Wall St. Rank held UiPath as of Q3 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2025, filed 20 Oct 2025.