Total Wealth Planning & Management’s PayPal PYPL Stock Holding History

Total Wealth Planning & Management’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	-9,450	Closed	-$552K	–	232
2025 Q4	$552K	Buy	+9,450	New	+$614K	0.41%	72
2025 Q2	$1.02M	Buy	13,677 +2,397	+21%	+$164K	0.82%	27
2025 Q1	$736K	Sell	11,280 -452	-4%	-$35.2K	0.7%	36
2024 Q4	$1M	Buy	+11,732	New	+$986K	0.91%	21

Other funds holding PYPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Total Wealth Planning & Management's PYPL Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of PayPal (PYPL) in Q1 2026, closing a stake of 9,450 shares — an estimated $552K sold.

Total Wealth Planning & Management first reported a position in PYPL in Q4 2024 and held it in 4 quarters. The position peaked at $1.02M in Q2 2025. 1,492 funds tracked by Wall St. Rank hold PYPL as of Q1 2026.

Total Wealth Planning & Management reported no remaining PayPal position as of Q1 2026 after selling out during the quarter.
Total Wealth Planning & Management sold 9,450 PayPal shares in Q1 2026, an estimated $552K.
Total Wealth Planning & Management first reported a position in PayPal in Q4 2024 and held it in 4 quarters.
Total Wealth Planning & Management's PayPal position peaked at $1.02M in Q2 2025.
1,492 funds tracked by Wall St. Rank held PayPal as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.