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Caldwell Trust’s PayPal PYPL Stock Holding History

Caldwell Trust’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 		$5.79K Hold
134
– – ﹤0.01% 719
2026
Q1 		$6.06K Hold
134
– – ﹤0.01% 698
2025
Q4 		$7.82K Sell
134
-25
-16% -$1.62K ﹤0.01% 661
2025
Q3 		$10.7K Hold
159
– – ﹤0.01% 637
2025
Q2 		$11.8K Hold
159
– – ﹤0.01% 623
2025
Q1 		$10.4K Sell
159
-1,549
-91% -$121K ﹤0.01% 631
2024
Q4 		$146K Buy
1,708
+1,574
+1,175% +$132K 0.02% 344
2024
Q3 		$10.5K Hold
134
– – ﹤0.01% 606
2024
Q2 		$7.78K Hold
134
– – ﹤0.01% 623
2024
Q1 		$8.98K Sell
134
-66
-33% -$4.05K ﹤0.01% 627
2023
Q4 		$12.3K Sell
200
-94
-32% -$5.38K ﹤0.01% 596
2023
Q3 		$17.2K Hold
294
– – ﹤0.01% 560
2023
Q2 		$19.6K Sell
294
-100
-25% -$6.82K ﹤0.01% 563
2023
Q1 		$29.9K Hold
394
– – ﹤0.01% 503
2022
Q4 		$28.1K Sell
394
-400
-50% -$32K ﹤0.01% 497
2022
Q3 		$68.3K Hold
794
– – 0.01% 382
2022
Q2 		$55.5K Sell
794
-10
-1% -$868 0.01% 431
2022
Q1 		$93K Sell
804
-105
-12% -$14K 0.01% 373
2021
Q4 		$171K Sell
909
-125
-12% -$27K 0.02% 307
2021
Q3 		$269K Sell
1,034
-175
-14% -$49.7K 0.03% 246
2021
Q2 		$352K Sell
1,209
-190
-14% -$50.2K 0.05% 225
2021
Q1 		$340K Hold
1,399
– – 0.05% 209
2020
Q4 		$328K Buy
1,399
+125
+10% +$25.9K 0.05% 204
2020
Q3 		$251K Sell
1,274
-217
-15% -$40.9K 0.04% 225
2020
Q2 		$260K Sell
1,491
-18
-1% -$2.49K 0.04% 220
2020
Q1 		$144K Buy
1,509
+527
+54% +$58.2K 0.03% 271
2019
Q4 		$106K Buy
+982
New +$102K 0.02% 351

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

Caldwell Trust's PYPL Position: Q2 2026 in Review

Caldwell Trust held its PayPal (PYPL) position steady in Q2 2026 at 134 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Caldwell Trust first reported a position in PYPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $352K in Q2 2021. 1,389 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.

  • Caldwell Trust held 134 shares of PayPal worth $5.79K as of Q2 2026.
  • Caldwell Trust left its PayPal share count unchanged in Q2 2026.
  • PayPal made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #719 holding.
  • Caldwell Trust first reported a position in PayPal in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's PayPal position peaked at $352K in Q2 2021.
  • 1,389 funds tracked by Wall St. Rank held PayPal as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.