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Summit Wealth Group (Colorado)’s PayPal PYPL Stock Holding History

Summit Wealth Group (Colorado)’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
-103,144
Closed -$4.17M – 540
2025
Q3 		$4.17M Buy
+103,144
New +$7.27M 0.44% 39

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

Summit Wealth Group (Colorado)'s PYPL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of PayPal (PYPL) in Q4 2025, closing a stake of 103,144 shares — an estimated $4.17M sold.

Summit Wealth Group (Colorado) first reported a position in PYPL in Q3 2025 and held it in 1 quarter. The position peaked at $4.17M in Q3 2025. 1,744 funds tracked by Wall St. Rank hold PYPL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining PayPal position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 103,144 PayPal shares in Q4 2025, an estimated $4.17M.
  • Summit Wealth Group (Colorado) first reported a position in PayPal in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s PayPal position peaked at $4.17M in Q3 2025.
  • 1,744 funds tracked by Wall St. Rank held PayPal as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.