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Asset Planning Inc’s PayPal PYPL Stock Holding History

Asset Planning Inc’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
2026
Q2 		$23.2K Hold
538
– – 0.02% 206
2026
Q1 		$24.3K Hold
538
– – 0.02% 193
2025
Q4 		$31.4K Hold
538
– – 0.02% 180
2025
Q3 		$36.1K Hold
538
– – 0.03% 174
2025
Q2 		$40K Hold
538
– – 0.03% 163
2025
Q1 		$35.1K Hold
538
– – 0.03% 169
2024
Q4 		$45.9K Buy
+538
New +$45.2K 0.04% 152

Other funds holding PYPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Asset Planning Inc's PYPL Position: Q2 2026 in Review

Asset Planning Inc held its PayPal (PYPL) position steady in Q2 2026 at 538 shares worth $23.2K. The position accounts for 0.02% of the portfolio, ranked #206.

Asset Planning Inc first reported a position in PYPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.9K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.

  • Asset Planning Inc held 538 shares of PayPal worth $23.2K as of Q2 2026.
  • Asset Planning Inc left its PayPal share count unchanged in Q2 2026.
  • PayPal made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #206 holding.
  • Asset Planning Inc first reported a position in PayPal in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's PayPal position peaked at $45.9K in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held PayPal as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.