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Octavia Wealth Advisors’s PayPal PYPL Stock Holding History

Octavia Wealth Advisors’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
Q3 		– Sell
-2,827
Closed -$210K – 267
2025
Q2 		$210K Sell
2,827
-425
-13% -$29.1K 0.02% 214
2025
Q1 		$212K Buy
3,252
+713
+28% +$55.5K 0.03% 213
2024
Q4 		$217K Sell
2,539
-95
-4% -$7.99K 0.03% 209
2024
Q3 		$206K Buy
+2,634
New +$176K 0.03% 214
2024
Q1 		– Sell
-3,807
Closed -$234K – 232
2023
Q4 		$234K Buy
3,807
+261
+7% +$14.9K 0.04% 200
2023
Q3 		$207K Sell
3,546
-1,221
-26% -$79.5K 0.04% 186
2023
Q2 		$318K Buy
4,767
+351
+8% +$23.9K 0.06% 137
2023
Q1 		$335K Sell
4,416
-29
-0.7% -$2.23K 0.08% 119
2022
Q4 		$317K Sell
4,445
-116
-3% -$9.28K 0.08% 135
2022
Q3 		$393K Buy
4,561
+110
+2% +$9.75K 0.11% 103
2022
Q2 		$309K Buy
4,451
+836
+23% +$72.5K 0.08% 123
2022
Q1 		$418K Buy
3,615
+1,706
+89% +$227K 0.09% 113
2021
Q4 		$360K Buy
1,909
+665
+53% +$144K 0.08% 135
2021
Q3 		$325K Sell
1,244
-147
-11% -$41.7K 0.08% 126
2021
Q2 		$405K Buy
+1,391
New +$367K 0.11% 108

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Octavia Wealth Advisors's PYPL Position: Q3 2025 in Review

Octavia Wealth Advisors sold out of PayPal (PYPL) in Q3 2025, closing a stake of 2,827 shares — an estimated $210K sold.

Octavia Wealth Advisors first reported a position in PYPL in Q2 2021 and held it in 15 quarters. The position peaked at $418K in Q1 2022. 1,785 funds tracked by Wall St. Rank hold PYPL as of Q3 2025.

  • Octavia Wealth Advisors reported no remaining PayPal position as of Q3 2025 after selling out during the quarter.
  • Octavia Wealth Advisors sold 2,827 PayPal shares in Q3 2025, an estimated $210K.
  • Octavia Wealth Advisors first reported a position in PayPal in Q2 2021 and held it in 15 quarters.
  • Octavia Wealth Advisors's PayPal position peaked at $418K in Q1 2022.
  • 1,785 funds tracked by Wall St. Rank held PayPal as of Q3 2025.

Based on Octavia Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.