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Uipath Inc Cl A shares owned by Juncture Wealth Strategies

Quarter-by-quarter ownership of Uipath Inc Cl A (PATH) shares owned by Juncture Wealth Strategies from 13F filings

Historical chart of Juncture Wealth Strategies investment in Uipath Inc Cl A

Tip: Access up to 7 years of quarterly data

All positions including Uipath Inc Cl A held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Uipath Inc Cl A by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-06-30 $145k 11k 12.80
2024-12-31 $137k 11k 12.71

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Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Global X Fds S&p 500 Covered (XYLD)
Global X Fds Global X Uranium (URA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Juncture Wealth Strategies

Top funds holding Uipath Inc Cl A

Vanguard Group
BlackRock
Polygon Management
Rima Management
Susquehanna International
State Street Corporation
Federated Investors
Alphabet
Mirae Asset Global Etfs Holdings
Geode Capital Management
Voloridge Investment Management
Dimensional Fund Advisors
Morgan Stanley
AQR Capital Management
Citadel Advisors

View all funds holding Uipath Inc Cl A