Meritage Portfolio Management’s PayPal PYPL Stock Holding History

Meritage Portfolio 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	$9.22M	Sell	158,015 -8,830	-5%	-$573K	0.61%	38
2025 Q3	$11.2M	Sell	166,845 -32,000	-16%	-$2.26M	0.75%	29
2025 Q2	$14.8M	Sell	198,845 -26,739	-12%	-$1.83M	0.94%	22
2025 Q1	$14.7M	Buy	225,584 +35,627	+19%	+$2.78M	0.98%	22
2024 Q4	$16.2M	Buy	189,957 +55,694	+41%	+$4.68M	1.01%	18
2024 Q3	$10.5M	Sell	134,263 -995	-0.7%	-$66.6K	0.64%	34
2024 Q2	$7.85M	Sell	135,258 -1,851	-1%	-$118K	0.5%	55
2024 Q1	$9.19M	Buy	+137,109	New	+$8.41M	0.58%	41

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meritage Portfolio Management's PYPL Position: Q4 2025 in Review

Meritage Portfolio Management reduced its PayPal (PYPL) stake by 5.3% in Q4 2025, selling an estimated $573K and leaving 158,015 shares worth $9.22M. The position accounts for 0.61% of the portfolio, ranked #38.

Meritage Portfolio Management first reported a position in PYPL in Q1 2024 and has held it in 8 quarters since. The position peaked at $16.2M in Q4 2024. 1,739 funds tracked by Wall St. Rank hold PYPL as of Q4 2025.

Meritage Portfolio Management held 158,015 shares of PayPal worth $9.22M as of Q4 2025.
Meritage Portfolio Management sold 8,830 PayPal shares in Q4 2025, an estimated $573K.
PayPal made up 0.61% of Meritage Portfolio Management's portfolio in Q4 2025, its #38 holding.
Meritage Portfolio Management first reported a position in PayPal in Q1 2024 and has held it in 8 quarters since.
Meritage Portfolio Management's PayPal position peaked at $16.2M in Q4 2024.
1,739 funds tracked by Wall St. Rank held PayPal as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.