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
2020 Q4	–	Sell	-1,300	Closed	-$257K	–	225
2020 Q3	$257K	Hold	1,300	–	–	0.04%	178
2020 Q2	$226K	Buy	+1,300	New	+$180K	0.04%	179

Other funds holding PYPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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. 1,493 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.
1,493 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.