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Roberts Wealth Advisors’s PayPal PYPL Stock Holding History

Roberts 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
2026
Q1 		– Sell
-29,977
Closed -$1.75M – 113
2025
Q4 		$1.75M Sell
29,977
-18,854
-39% -$1.22M 0.46% 58
2025
Q3 		$3.27M Buy
48,831
+384
+0.8% +$27.1K 0.87% 38
2025
Q2 		$3.6M Buy
48,447
+574
+1% +$39.3K 1.04% 32
2025
Q1 		$3.12M Buy
47,873
+1,900
+4% +$148K 0.96% 32
2024
Q4 		$4.12M Buy
45,973
+933
+2% +$78.4K 1.25% 28
2024
Q3 		$3.66M Buy
45,040
+1,103
+3% +$73.8K 1.18% 30
2024
Q2 		$2.59M Buy
43,937
+1,899
+5% +$121K 0.88% 38
2024
Q1 		$2.67M Buy
42,038
+2,483
+6% +$152K 1% 39
2023
Q4 		$7.28M Buy
39,555
+1,859
+5% +$106K 1.13% 32
2023
Q3 		$2.15M Buy
37,696
+505
+1% +$32.9K 0.94% 37
2023
Q2 		$2.48M Buy
37,191
+5,899
+19% +$402K 1.09% 33
2023
Q1 		$2.36M Buy
31,292
+1,023
+3% +$78.8K 1.08% 34
2022
Q4 		$2.26M Buy
+30,269
New +$2.42M 1.09% 36
2022
Q3 		– Sell
-39,354
Closed -$2.89M – 86
2022
Q2 		$2.89M Buy
39,354
+13,368
+51% +$1.16M 1.26% 28
2022
Q1 		$3.03M Buy
25,986
+16,030
+161% +$2.13M 1.19% 32
2021
Q4 		$1.94M Buy
9,956
+7,536
+311% +$1.63M 0.7% 47
2021
Q3 		$630K Buy
+2,420
New +$687K 0.25% 75

Other funds holding PYPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Roberts Wealth Advisors's PYPL Position: Q1 2026 in Review

Roberts Wealth Advisors sold out of PayPal (PYPL) in Q1 2026, closing a stake of 29,977 shares — an estimated $1.75M sold.

Roberts Wealth Advisors first reported a position in PYPL in Q3 2021 and held it in 17 quarters. The position peaked at $7.28M in Q4 2023. 1,494 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

  • Roberts Wealth Advisors reported no remaining PayPal position as of Q1 2026 after selling out during the quarter.
  • Roberts Wealth Advisors sold 29,977 PayPal shares in Q1 2026, an estimated $1.75M.
  • Roberts Wealth Advisors first reported a position in PayPal in Q3 2021 and held it in 17 quarters.
  • Roberts Wealth Advisors's PayPal position peaked at $7.28M in Q4 2023.
  • 1,494 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.