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Phoenix Wealth Advisors’s PayPal PYPL Stock Holding History

Phoenix 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
Q4 		– Sell
-4,440
Closed -$298K – 133
2025
Q3 		$298K Sell
4,440
-79
-2% -$5.57K 0.11% 109
2025
Q2 		$336K Sell
4,519
-44
-1% -$3.01K 0.14% 98
2025
Q1 		$298K Buy
4,563
+179
+4% +$13.9K 0.13% 98
2024
Q4 		$374K Sell
4,384
-15
-0.3% -$1.26K 0.16% 86
2024
Q3 		$343K Sell
4,399
-62
-1% -$4.15K 0.16% 93
2024
Q2 		$259K Sell
4,461
-37
-0.8% -$2.35K 0.13% 107
2024
Q1 		$301K Sell
4,498
-102
-2% -$6.26K 0.18% 94
2023
Q4 		$283K Sell
4,600
-532
-10% -$30.5K 0.2% 94
2023
Q3 		$300K Buy
5,132
+60
+1% +$3.91K 0.18% 83
2023
Q2 		$338K Sell
5,072
-25
-0.5% -$1.7K 0.2% 75
2023
Q1 		$387K Buy
5,097
+186
+4% +$14.3K 0.24% 59
2022
Q4 		$350K Buy
+4,911
New +$393K 0.21% 63
2022
Q1 		– Sell
-3,075
Closed -$580K – 121
2021
Q4 		$580K Sell
3,075
-335
-10% -$72.5K 0.44% 56
2021
Q3 		$887K Buy
3,410
+12
+0.4% +$3.4K 0.66% 41
2021
Q2 		$994K Sell
3,398
-1,418
-29% -$375K 0.72% 39
2021
Q1 		$1.19M Sell
4,816
-336
-7% -$84.8K 0.93% 33
2020
Q4 		$1.21M Buy
+5,152
New +$1.07M 0.92% 33

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Wealth Advisors's PYPL Position: Q4 2025 in Review

Phoenix Wealth Advisors sold out of PayPal (PYPL) in Q4 2025, closing a stake of 4,440 shares — an estimated $298K sold.

Phoenix Wealth Advisors first reported a position in PYPL in Q4 2020 and held it in 17 quarters. The position peaked at $1.21M in Q4 2020. 1,742 funds tracked by Wall St. Rank hold PYPL as of Q4 2025.

  • Phoenix Wealth Advisors reported no remaining PayPal position as of Q4 2025 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 4,440 PayPal shares in Q4 2025, an estimated $298K.
  • Phoenix Wealth Advisors first reported a position in PayPal in Q4 2020 and held it in 17 quarters.
  • Phoenix Wealth Advisors's PayPal position peaked at $1.21M in Q4 2020.
  • 1,742 funds tracked by Wall St. Rank held PayPal as of Q4 2025.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.