Evergreen Private Wealth’s PayPal PYPL Stock Holding History

Evergreen Private Wealth’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
2025 Q4	–	Sell	-1,052	Closed	-$70.5K	–	196
2025 Q3	$70.5K	Sell	1,052 -51	-5%	-$3.6K	0.03%	101
2025 Q2	$82K	Sell	1,103 -273	-20%	-$18.7K	0.03%	99
2025 Q1	$89.8K	Buy	1,376 +1	+0.1%	+$78	0.04%	98
2024 Q4	$117K	Hold	1,375	–	–	0.06%	99
2024 Q3	$107K	Buy	1,375 +12	+0.9%	+$803	0.05%	98
2024 Q2	$79.1K	Buy	1,363 +30	+2%	+$1.91K	0.04%	104
2024 Q1	$89.3K	Buy	1,333 +282	+27%	+$17.3K	0.04%	104
2023 Q4	$64.5K	Buy	+1,051	New	+$60.2K	0.03%	100

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Private Wealth's PYPL Position: Q4 2025 in Review

Evergreen Private Wealth sold out of PayPal (PYPL) in Q4 2025, closing a stake of 1,052 shares — an estimated $70.5K sold.

Evergreen Private Wealth first reported a position in PYPL in Q4 2023 and held it in 8 quarters. The position peaked at $117K in Q4 2024. 1,742 funds tracked by Wall St. Rank hold PYPL as of Q4 2025.

Evergreen Private Wealth reported no remaining PayPal position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 1,052 PayPal shares in Q4 2025, an estimated $70.5K.
Evergreen Private Wealth first reported a position in PayPal in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's PayPal position peaked at $117K in Q4 2024.
1,742 funds tracked by Wall St. Rank held PayPal as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.