Advisor OS’s PayPal PYPL Stock Holding History

Advisor OS’s Portfolio PYPL Stock Details PYPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,896	Closed	-$247K	–	451
2024 Q4	$247K	Buy	2,896 +66	+2%	+$5.55K	0.03%	361
2024 Q3	$221K	Buy	+2,830	New	+$189K	0.02%	375
2021 Q1	–	Sell	-875	Closed	-$205K	–	207
2020 Q4	$205K	Buy	+875	New	+$181K	0.06%	133

Other funds holding PYPL

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

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

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Advisor OS's PYPL Position: Q1 2025 in Review

Advisor OS sold out of PayPal (PYPL) in Q1 2025, closing a stake of 2,896 shares — an estimated $247K sold.

Advisor OS first reported a position in PYPL in Q4 2020 and held it in 3 quarters. The position peaked at $247K in Q4 2024. 1,888 funds tracked by Wall St. Rank hold PYPL as of Q1 2025.

Advisor OS reported no remaining PayPal position as of Q1 2025 after selling out during the quarter.
Advisor OS sold 2,896 PayPal shares in Q1 2025, an estimated $247K.
Advisor OS first reported a position in PayPal in Q4 2020 and held it in 3 quarters.
Advisor OS's PayPal position peaked at $247K in Q4 2024.
1,888 funds tracked by Wall St. Rank held PayPal as of Q1 2025.

Based on Advisor OS's 13F filing for Q1 2025, filed 6 May 2025.