Integrated Wealth Concepts’s PayPal PYPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.19M Buy
26,337
+7,219
+38% +$348K 0.01% 1021
2025
Q4
$1.12M Sell
19,118
-13,912
-42% -$903K 0.01% 723
2025
Q3
$2.21M Sell
33,030
-1,491
-4% -$105K 0.02% 639
2025
Q2
$2.57M Sell
34,521
-406
-1% -$27.8K 0.03% 541
2025
Q1
$2.28M Sell
34,927
-5,254
-13% -$409K 0.03% 547
2024
Q4
$3.43M Buy
40,181
+4,340
+12% +$365K 0.04% 387
2024
Q3
$2.8M Sell
35,841
-2,210
-6% -$148K 0.03% 452
2024
Q2
$2.21M Buy
38,051
+2,289
+6% +$146K 0.03% 487
2024
Q1
$2.4M Sell
35,762
-10,349
-22% -$635K 0.03% 459
2023
Q4
$2.83M Buy
46,111
+5,332
+13% +$305K 0.05% 364
2023
Q3
$2.38M Buy
40,779
+2,862
+8% +$186K 0.04% 393
2023
Q2
$2.53M Buy
37,917
+12,615
+50% +$860K 0.04% 375
2023
Q1
$1.92M Buy
25,302
+7,726
+44% +$595K 0.04% 429
2022
Q4
$1.25M Sell
17,576
-1,825
-9% -$146K 0.03% 421
2022
Q3
$1.67M Buy
19,401
+349
+2% +$30.9K 0.05% 324
2022
Q2
$1.33M Sell
19,052
-164
-0.9% -$14.2K 0.04% 372
2022
Q1
$2.22M Sell
19,216
-1,038
-5% -$138K 0.07% 240
2021
Q4
$3.82M Sell
20,254
-1,990
-9% -$431K 0.11% 158
2021
Q3
$5.79M Buy
22,244
+4,928
+28% +$1.4M 0.19% 106
2021
Q2
$5.05M Buy
17,316
+1,791
+12% +$473K 0.18% 109
2021
Q1
$3.77M Buy
15,525
+6,631
+75% +$1.67M 0.15% 119
2020
Q4
$2.08M Buy
8,894
+755
+9% +$156K 0.1% 147
2020
Q3
$1.6M Buy
8,139
+166
+2% +$31.3K 0.1% 150
2020
Q2
$1.39M Buy
7,973
+1,101
+16% +$152K 0.1% 132
2020
Q1
$658K Buy
6,872
+531
+8% +$58.6K 0.06% 186
2019
Q4
$686K Buy
6,341
+331
+6% +$34.5K 0.06% 219
2019
Q3
$623K Buy
6,010
+582
+11% +$64.1K 0.07% 177
2019
Q2
$622K Buy
5,428
+192
+4% +$21.3K 0.08% 158
2019
Q1
$544K Buy
5,236
+50
+1% +$4.73K 0.09% 154
2018
Q4
$436K Buy
5,186
+976
+23% +$81.3K 0.12% 137
2018
Q3
$369K Buy
4,210
+505
+14% +$44.5K 0.11% 148
2018
Q2
$311K Buy
3,705
+232
+7% +$18.5K 0.11% 151
2018
Q1
$260K Buy
3,473
+431
+14% +$34.2K 0.1% 159
2017
Q4
$240K Buy
+3,042
New +$220K 0.1% 162

Other funds holding PYPL

Integrated Wealth Concepts's PYPL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its PayPal (PYPL) stake by 38% in Q1 2026, buying an estimated $348K and bringing the position to 26,337 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1021.

Integrated Wealth Concepts first reported a position in PYPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.79M in Q3 2021. 1,492 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

  • Integrated Wealth Concepts held 26,337 shares of PayPal worth $1.19M as of Q1 2026.
  • Integrated Wealth Concepts bought 7,219 PayPal shares in Q1 2026, an estimated $348K.
  • PayPal made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1021 holding.
  • Integrated Wealth Concepts first reported a position in PayPal in Q4 2017 and has held it in 34 quarters since.
  • Integrated Wealth Concepts's PayPal position peaked at $5.79M in Q3 2021.
  • 1,492 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.