Heartwood Wealth Advisors’s PayPal PYPL Stock Holding History

Heartwood Wealth Advisors’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	-1,488	Closed	-$99.8K	–	505
2025 Q3	$99.8K	Buy	+1,488	New	+$105K	0.01%	254

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

Heartwood Wealth Advisors's PYPL Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of PayPal (PYPL) in Q4 2025, closing a stake of 1,488 shares — an estimated $99.8K sold.

Heartwood Wealth Advisors first reported a position in PYPL in Q3 2025 and held it in 1 quarter. The position peaked at $99.8K in Q3 2025. 1,742 funds tracked by Wall St. Rank hold PYPL as of Q4 2025.

Heartwood Wealth Advisors reported no remaining PayPal position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 1,488 PayPal shares in Q4 2025, an estimated $99.8K.
Heartwood Wealth Advisors first reported a position in PayPal in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's PayPal position peaked at $99.8K in Q3 2025.
1,742 funds tracked by Wall St. Rank held PayPal as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.