Aprio Wealth Management’s PayPal PYPL Stock Holding History

Aprio Wealth Management’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 Q4	–	Sell	-3,690	Closed	-$247K	–	558
2025 Q3	$247K	Buy	3,690 +272	+8%	+$19.2K	0.02%	372
2025 Q2	$254K	Buy	+3,418	New	+$234K	0.03%	334
2025 Q1	–	Sell	-2,651	Closed	-$226K	–	383
2024 Q4	$226K	Buy	+2,651	New	+$223K	0.03%	278

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aprio Wealth Management's PYPL Position: Q4 2025 in Review

Aprio Wealth Management sold out of PayPal (PYPL) in Q4 2025, closing a stake of 3,690 shares — an estimated $247K sold.

Aprio Wealth Management first reported a position in PYPL in Q4 2024 and held it in 3 quarters. The position peaked at $254K in Q2 2025. 1,742 funds tracked by Wall St. Rank hold PYPL as of Q4 2025.

Aprio Wealth Management reported no remaining PayPal position as of Q4 2025 after selling out during the quarter.
Aprio Wealth Management sold 3,690 PayPal shares in Q4 2025, an estimated $247K.
Aprio Wealth Management first reported a position in PayPal in Q4 2024 and held it in 3 quarters.
Aprio Wealth Management's PayPal position peaked at $254K in Q2 2025.
1,742 funds tracked by Wall St. Rank held PayPal as of Q4 2025.

Based on Aprio Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.