Evergreen Wealth Management’s PayPal PYPL Stock Holding History

Evergreen 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	-26,358	Closed	-$1.54M	–	57
2025 Q4	$1.54M	Buy	+26,358	New	+$1.71M	0.77%	36
2025 Q3	–	Sell	-35,060	Closed	-$2.61M	–	55
2025 Q2	$2.61M	Buy	35,060 +447	+1%	+$30.6K	1.46%	23
2025 Q1	$2.26M	Sell	34,613 -1,753	-5%	-$137K	1.35%	26
2024 Q4	$3.1M	Buy	36,366 +1,404	+4%	+$118K	1.83%	22
2024 Q3	$2.73M	Buy	34,962 +10,588	+43%	+$708K	1.64%	24
2024 Q2	$1.41M	Hold	24,374	–	–	0.94%	38
2024 Q1	$1.63M	Hold	24,374	–	–	1.11%	32
2023 Q4	$1.5M	Buy	24,374 +5,734	+31%	+$328K	1.1%	32
2023 Q3	$1.09M	Buy	+18,640	New	+$1.21M	0.86%	41

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

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

Evergreen Wealth Management sold out of PayPal (PYPL) in Q1 2026, closing a stake of 26,358 shares — an estimated $1.54M sold.

Evergreen Wealth Management first reported a position in PYPL in Q3 2023 and held it in 9 quarters. The position peaked at $3.1M in Q4 2024. 1,494 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

Evergreen Wealth Management reported no remaining PayPal position as of Q1 2026 after selling out during the quarter.
Evergreen Wealth Management sold 26,358 PayPal shares in Q1 2026, an estimated $1.54M.
Evergreen Wealth Management first reported a position in PayPal in Q3 2023 and held it in 9 quarters.
Evergreen Wealth Management's PayPal position peaked at $3.1M in Q4 2024.
1,494 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Evergreen Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.