Klingman & Associates’s PayPal PYPL Stock Holding History

Klingman & Associates’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	-3,607	Closed	-$211K	–	345
2025 Q4	$211K	Sell	3,607 -47	-1%	-$3.05K	0.01%	313
2025 Q3	$245K	Sell	3,654 -90	-2%	-$6.34K	0.01%	287
2025 Q2	$278K	Buy	+3,744	New	+$256K	0.02%	257
2025 Q1	–	Sell	-2,536	Closed	-$216K	–	270
2024 Q4	$216K	Buy	+2,536	New	+$213K	0.01%	244
2021 Q4	–	Sell	-801	Closed	-$208K	–	183
2021 Q3	$208K	Buy	801 +113	+16%	+$32.1K	0.02%	168
2021 Q2	$201K	Buy	+688	New	+$182K	0.02%	159
2016 Q4	–	Sell	-625	Closed	-$26K	–	264
2016 Q3	$26K	Buy	+625	New	+$24K	0.01%	243
2016 Q1	–	Sell	-8,070	Closed	-$292K	–	403
2015 Q4	$292K	Buy	8,070 +6,000	+290%	+$212K	0.11%	86
2015 Q3	$64K	Buy	+2,070	New	+$74.1K	0.03%	196

Other funds holding PYPL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

CFM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Klingman & Associates's PYPL Position: Q1 2026 in Review

Klingman & Associates sold out of PayPal (PYPL) in Q1 2026, closing a stake of 3,607 shares — an estimated $211K sold.

Klingman & Associates first reported a position in PYPL in Q3 2015 and held it in 9 quarters. The position peaked at $292K in Q4 2015. 1,501 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

Klingman & Associates reported no remaining PayPal position as of Q1 2026 after selling out during the quarter.
Klingman & Associates sold 3,607 PayPal shares in Q1 2026, an estimated $211K.
Klingman & Associates first reported a position in PayPal in Q3 2015 and held it in 9 quarters.
Klingman & Associates's PayPal position peaked at $292K in Q4 2015.
1,501 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.