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Sax Wealth Advisors’s PayPal PYPL Stock Holding History

Sax 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
-3,141
Closed -$233K – 450
2025
Q2 		$233K Sell
3,141
-2,796
-47% -$191K 0.01% 384
2025
Q1 		$387K Buy
5,937
+1,285
+28% +$100K 0.03% 250
2024
Q4 		$397K Buy
4,652
+1,870
+67% +$157K 0.03% 224
2024
Q3 		$217K Buy
+2,782
New +$186K 0.02% 268
2021
Q4 		– Sell
-924
Closed -$240K – 186
2021
Q3 		$240K Buy
924
+7
+0.8% +$1.99K 0.06% 147
2021
Q2 		$267K Buy
917
+6
+0.7% +$1.58K 0.09% 128
2021
Q1 		$221K Buy
911
+29
+3% +$7.32K 0.08% 135
2020
Q4 		$207K Buy
+882
New +$183K 0.1% 124

Other funds holding PYPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Sax Wealth Advisors sold out of PayPal (PYPL) in Q3 2025, closing a stake of 3,141 shares — an estimated $233K sold.

Sax Wealth Advisors first reported a position in PYPL in Q4 2020 and held it in 8 quarters. The position peaked at $397K in Q4 2024. 1,782 funds tracked by Wall St. Rank hold PYPL as of Q3 2025.

  • Sax Wealth Advisors reported no remaining PayPal position as of Q3 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 3,141 PayPal shares in Q3 2025, an estimated $233K.
  • Sax Wealth Advisors first reported a position in PayPal in Q4 2020 and held it in 8 quarters.
  • Sax Wealth Advisors's PayPal position peaked at $397K in Q4 2024.
  • 1,782 funds tracked by Wall St. Rank held PayPal as of Q3 2025.

Based on Sax Wealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.