EP Wealth Advisors’s PayPal PYPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $927K | Buy |
21,477
+5,965
| +38% | +$271K | ﹤0.01% | 774 |
|
|
2026
Q1 | $702K | Sell |
15,512
-3,822
| -20% | -$184K | ﹤0.01% | 763 |
|
|
2025
Q4 | $1.13M | Buy |
+19,334
| New | +$1.26M | 0.01% | 592 |
|
|
2025
Q2 | $1.07M | Buy |
14,426
+3,311
| +30% | +$227K | 0.01% | 546 |
|
|
2025
Q1 | $725K | Buy |
11,115
+1,656
| +18% | +$129K | 0.01% | 583 |
|
|
2024
Q4 | $807K | Sell |
9,459
-247
| -3% | -$20.8K | 0.01% | 563 |
|
|
2024
Q3 | $757K | Sell |
9,706
-1,347
| -12% | -$90.1K | 0.01% | 570 |
|
|
2024
Q2 | $641K | Buy |
11,053
+1,075
| +11% | +$68.4K | 0.01% | 484 |
|
|
2024
Q1 | $668K | Sell |
9,978
-966
| -9% | -$59.3K | 0.01% | 451 |
|
|
2023
Q4 | $672K | Sell |
10,944
-378
| -3% | -$21.7K | 0.01% | 439 |
|
|
2023
Q3 | $662K | Sell |
11,322
-18,610
| -62% | -$1.21M | 0.01% | 406 |
|
|
2023
Q2 | $740K | Buy |
29,932
+21,437
| +252% | +$1.46M | 0.01% | 382 |
|
|
2023
Q1 | $1.42M | Sell |
8,495
-797
| -9% | -$61.4K | 0.02% | 261 |
|
|
2022
Q4 | $662K | Buy |
+9,292
| New | +$744K | 0.01% | 335 |
|
|
2022
Q3 | – | Sell |
-5,974
| Closed | -$417K | – | 558 |
|
|
2022
Q2 | $417K | Sell |
5,974
-3,105
| -34% | -$269K | 0.01% | 413 |
|
|
2022
Q1 | $1.05M | Sell |
9,079
-580
| -6% | -$77.2K | 0.02% | 267 |
|
|
2021
Q4 | $1.82M | Buy |
9,659
+158
| +2% | +$34.2K | 0.04% | 197 |
|
|
2021
Q3 | $2.47M | Buy |
9,501
+459
| +5% | +$130K | 0.07% | 149 |
|
|
2021
Q2 | $2.64M | Sell |
9,042
-15
| -0.2% | -$3.96K | 0.07% | 157 |
|
|
2021
Q1 | $2.2M | Buy |
9,057
+1,240
| +16% | +$313K | 0.07% | 159 |
|
|
2020
Q4 | $1.83M | Sell |
7,817
-43
| -0.5% | -$8.91K | 0.06% | 133 |
|
|
2020
Q3 | $1.55M | Sell |
7,860
-439
| -5% | -$82.7K | 0.07% | 128 |
|
|
2020
Q2 | $1.45M | Sell |
8,299
-458
| -5% | -$63.3K | 0.06% | 143 |
|
|
2020
Q1 | $838K | Sell |
8,757
-817
| -9% | -$90.2K | 0.04% | 189 |
|
|
2019
Q4 | $1.04M | Buy |
9,574
+1,645
| +21% | +$171K | 0.04% | 188 |
|
|
2019
Q3 | $821K | Sell |
7,929
-34
| -0.4% | -$3.75K | 0.04% | 183 |
|
|
2019
Q2 | $911K | Buy |
7,963
+2,970
| +59% | +$329K | 0.06% | 143 |
|
|
2019
Q1 | $518K | Buy |
4,993
+951
| +24% | +$90K | 0.05% | 165 |
|
|
2018
Q4 | $340K | Sell |
4,042
-173
| -4% | -$14.4K | 0.03% | 200 |
|
|
2018
Q3 | $370K | Buy |
+4,215
| New | +$371K | 0.03% | 199 |
|
Other funds holding PYPL
CFM
EP Wealth Advisors's PYPL Position: Q2 2026 in Review
EP Wealth Advisors increased its PayPal (PYPL) stake by 38% in Q2 2026, buying an estimated $271K and bringing the position to 21,477 shares worth $927K. The position accounts for ﹤0.01% of the portfolio, ranked #774.
EP Wealth Advisors first reported a position in PYPL in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.64M in Q2 2021. 1,380 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.
- EP Wealth Advisors held 21,477 shares of PayPal worth $927K as of Q2 2026.
- EP Wealth Advisors bought 5,965 PayPal shares in Q2 2026, an estimated $271K.
- PayPal made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #774 holding.
- EP Wealth Advisors first reported a position in PayPal in Q3 2018 and has held it in 30 quarters since.
- EP Wealth Advisors's PayPal position peaked at $2.64M in Q2 2021.
- 1,380 funds tracked by Wall St. Rank held PayPal as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.