Modera Wealth Management’s PayPal PYPL Stock Holding History

Modera 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
2026 Q2	$2.65M	Sell	61,372 -2,764	-4%	-$126K	0.03%	245
2026 Q1	$2.9M	Sell	64,136 -5,187	-7%	-$250K	0.03%	222
2025 Q4	$4.05M	Sell	69,323 -6,887	-9%	-$447K	0.05%	206
2025 Q3	$5.11M	Sell	76,210 -3,599	-5%	-$254K	0.06%	183
2025 Q2	$5.93M	Sell	79,809 -7,185	-8%	-$492K	0.07%	167
2025 Q1	$5.68M	Sell	86,994 -4,205	-5%	-$328K	0.08%	163
2024 Q4	$7.78M	Buy	91,199 +863	+1%	+$72.6K	0.09%	140
2024 Q3	$7.05M	Buy	90,336 +1,046	+1%	+$70K	0.09%	137
2024 Q2	$5.18M	Buy	89,290 +1,641	+2%	+$104K	0.08%	153
2024 Q1	$5.87M	Sell	87,649 -115	-0.1%	-$7.06K	0.09%	144
2023 Q4	$5.39M	Sell	87,764 -891	-1%	-$51K	0.09%	148
2023 Q3	$5.18M	Buy	88,655 +6,453	+8%	+$420K	0.1%	141
2023 Q2	$5.49M	Buy	+82,202	New	+$5.6M	0.1%	140
2022 Q1	–	Sell	-4,950	Closed	-$933K	–	533
2021 Q4	$933K	Buy	4,950 +3,131	+172%	+$677K	0.04%	183
2021 Q3	$473K	Buy	+1,819	New	+$516K	0.02%	161
2021 Q1	–	Sell	-1,322	Closed	-$310K	–	245
2020 Q4	$310K	Buy	+1,322	New	+$274K	0.02%	176

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Modera Wealth Management's PYPL Position: Q2 2026 in Review

Modera Wealth Management reduced its PayPal (PYPL) stake by 4.3% in Q2 2026, selling an estimated $126K and leaving 61,372 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #245.

Modera Wealth Management first reported a position in PYPL in Q4 2020 and has held it in 16 quarters since. The position peaked at $7.78M in Q4 2024. 1,385 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.

Modera Wealth Management held 61,372 shares of PayPal worth $2.65M as of Q2 2026.
Modera Wealth Management sold 2,764 PayPal shares in Q2 2026, an estimated $126K.
PayPal made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #245 holding.
Modera Wealth Management first reported a position in PayPal in Q4 2020 and has held it in 16 quarters since.
Modera Wealth Management's PayPal position peaked at $7.78M in Q4 2024.
1,385 funds tracked by Wall St. Rank held PayPal as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.