Modern Wealth Management’s PayPal PYPL Stock Holding History

Modern 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	$220K	Sell	5,091 -1,563	-23%	-$71.1K	﹤0.01%	1003
2026 Q1	$297K	Buy	6,654 +517	+8%	+$25K	0.01%	715
2025 Q4	$358K	Buy	6,137 +1,126	+22%	+$73.1K	0.01%	631
2025 Q3	$336K	Sell	5,011 -203	-4%	-$14.3K	0.01%	612
2025 Q2	$388K	Buy	5,214 +123	+2%	+$8.42K	0.01%	545
2025 Q1	$332K	Buy	5,091 +1,930	+61%	+$150K	0.01%	498
2024 Q4	$270K	Buy	+3,161	New	+$266K	0.01%	484

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

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

Modern Wealth Management reduced its PayPal (PYPL) stake by 23% in Q2 2026, selling an estimated $71.1K and leaving 5,091 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Modern Wealth Management first reported a position in PYPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $388K in Q2 2025. 1,380 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.

Modern Wealth Management held 5,091 shares of PayPal worth $220K as of Q2 2026.
Modern Wealth Management sold 1,563 PayPal shares in Q2 2026, an estimated $71.1K.
PayPal made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1003 holding.
Modern Wealth Management first reported a position in PayPal in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's PayPal position peaked at $388K in Q2 2025.
1,380 funds tracked by Wall St. Rank held PayPal as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.