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Circle Wealth Management’s PayPal PYPL Stock Holding History

Circle 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
2026
Q1 		– Sell
-3,434
Closed -$200K – 272
2025
Q4 		$200K Sell
3,434
-316
-8% -$20.5K ﹤0.01% 240
2025
Q3 		$251K Sell
3,750
-3,010
-45% -$212K ﹤0.01% 206
2025
Q2 		$502K Buy
6,760
+443
+7% +$30.3K 0.01% 169
2025
Q1 		$412K Hold
6,317
– – 0.01% 181
2024
Q4 		$539K Sell
6,317
-722
-10% -$60.7K 0.01% 164
2024
Q3 		$549K Sell
7,039
-3,794
-35% -$254K 0.01% 164
2024
Q2 		$629K Sell
10,833
-5,932
-35% -$377K 0.01% 136
2024
Q1 		$1.12M Sell
16,765
-2,385
-12% -$146K 0.03% 90
2023
Q4 		$1.18M Buy
19,150
+44
+0.2% +$2.52K 0.03% 78
2023
Q3 		$1.12M Sell
19,106
-600
-3% -$39.1K 0.03% 77
2023
Q2 		$1.31M Buy
19,706
+58
+0.3% +$3.95K 0.17% 45
2023
Q1 		$1.49M Buy
19,648
+411
+2% +$31.7K 0.22% 42
2022
Q4 		$1.37M Buy
19,237
+222
+1% +$17.8K 0.21% 44
2022
Q3 		$1.64M Buy
19,015
+130
+0.7% +$11.5K 0.27% 38
2022
Q2 		$1.32M Buy
18,885
+10,059
+114% +$873K 0.21% 42
2022
Q1 		$1.02M Buy
8,826
+4,605
+109% +$613K 0.13% 69
2021
Q4 		$796K Sell
4,221
-6
-0.1% -$1.3K 0.1% 84
2021
Q3 		$1.1M Buy
4,227
+288
+7% +$81.7K 0.16% 59
2021
Q2 		$1.15M Sell
3,939
-4
-0.1% -$1.06K 0.16% 65
2021
Q1 		$958K Sell
3,943
-134
-3% -$33.8K 0.15% 63
2020
Q4 		$955K Buy
4,077
+71
+2% +$14.7K 0.14% 89
2020
Q3 		$789K Sell
4,006
-1,595
-28% -$300K 0.13% 84
2020
Q2 		$976K Sell
5,601
-76
-1% -$10.5K 0.17% 64
2020
Q1 		$544K Buy
5,677
+3,118
+122% +$344K 0.11% 101
2019
Q4 		$277K Sell
2,559
-1,978
-44% -$206K 0.05% 143
2019
Q3 		$470K Buy
4,537
+1,693
+60% +$186K 0.1% 101
2019
Q2 		$326K Sell
2,844
-782
-22% -$86.7K 0.07% 120
2019
Q1 		$377K Buy
3,626
+622
+21% +$58.9K 0.08% 110
2018
Q4 		$253K Buy
+3,004
New +$250K 0.09% 67

Other funds holding PYPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Circle Wealth Management's PYPL Position: Q1 2026 in Review

Circle Wealth Management sold out of PayPal (PYPL) in Q1 2026, closing a stake of 3,434 shares — an estimated $200K sold.

Circle Wealth Management first reported a position in PYPL in Q4 2018 and held it in 29 quarters. The position peaked at $1.64M in Q3 2022. 1,494 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

  • Circle Wealth Management reported no remaining PayPal position as of Q1 2026 after selling out during the quarter.
  • Circle Wealth Management sold 3,434 PayPal shares in Q1 2026, an estimated $200K.
  • Circle Wealth Management first reported a position in PayPal in Q4 2018 and held it in 29 quarters.
  • Circle Wealth Management's PayPal position peaked at $1.64M in Q3 2022.
  • 1,494 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.