Litman Gregory Wealth Management’s PayPal PYPL Stock Holding History

Litman Gregory 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
2025 Q4	$11.1M	Sell	190,309 -5,601	-3%	-$364K	0.81%	31
2025 Q3	$13.1M	Buy	195,910 +6,829	+4%	+$481K	0.98%	27
2025 Q2	$14.1M	Buy	189,081 +641	+0.3%	+$43.9K	1.11%	24
2025 Q1	$12.3M	Buy	188,440 +8,919	+5%	+$695K	1.05%	26
2024 Q4	$15.3M	Sell	179,521 -5,645	-3%	-$475K	1.33%	19
2024 Q3	$14.4M	Sell	185,166 -11,325	-6%	-$757K	1.21%	24
2024 Q2	$11.4M	Buy	196,491 +11,082	+6%	+$705K	1.01%	27
2024 Q1	$12.4M	Buy	185,409 +19,806	+12%	+$1.22M	1.13%	22
2023 Q4	$10.2M	Buy	165,603 +17,822	+12%	+$1.02M	0.96%	24
2023 Q3	$8.64M	Buy	+147,781	New	+$9.62M	0.89%	26

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

Litman Gregory Wealth Management's PYPL Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its PayPal (PYPL) stake by 2.9% in Q4 2025, selling an estimated $364K and leaving 190,309 shares worth $11.1M. The position accounts for 0.81% of the portfolio, ranked #31.

Litman Gregory Wealth Management first reported a position in PYPL in Q3 2023 and has held it in 10 quarters since. The position peaked at $15.3M in Q4 2024. 1,742 funds tracked by Wall St. Rank hold PYPL as of Q4 2025.

Litman Gregory Wealth Management held 190,309 shares of PayPal worth $11.1M as of Q4 2025.
Litman Gregory Wealth Management sold 5,601 PayPal shares in Q4 2025, an estimated $364K.
PayPal made up 0.81% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #31 holding.
Litman Gregory Wealth Management first reported a position in PayPal in Q3 2023 and has held it in 10 quarters since.
Litman Gregory Wealth Management's PayPal position peaked at $15.3M in Q4 2024.
1,742 funds tracked by Wall St. Rank held PayPal as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.