Venturi Wealth Management’s PayPal PYPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$237K Sell
5,478
-1,882
-26% -$85.6K 0.01% 564
2026
Q1
$333K Buy
7,360
+1,607
+28% +$77.6K 0.02% 442
2025
Q4
$336K Sell
5,753
-228
-4% -$14.8K 0.01% 437
2025
Q3
$401K Sell
5,981
-619
-9% -$43.6K 0.02% 384
2025
Q2
$491K Buy
6,600
+575
+10% +$39.4K 0.02% 332
2025
Q1
$393K Sell
6,025
-732
-11% -$57K 0.02% 375
2024
Q4
$577K Buy
6,757
+3,848
+132% +$324K 0.03% 308
2024
Q3
$227K Sell
2,909
-121
-4% -$8.09K 0.01% 433
2024
Q2
$176K Buy
3,030
+775
+34% +$49.3K 0.01% 429
2024
Q1
$151K Buy
2,255
+653
+41% +$40.1K 0.01% 376
2023
Q4
$98.4K Sell
1,602
-470
-23% -$26.9K 0.01% 413
2023
Q3
$121K Sell
2,072
-762
-27% -$49.6K 0.01% 384
2023
Q2
$189K Sell
2,834
-2,633
-48% -$180K 0.02% 310
2023
Q1
$415K Buy
5,467
+1,661
+44% +$128K 0.03% 243
2022
Q4
$271K Buy
3,806
+229
+6% +$18.3K 0.02% 294
2022
Q3
$308K Buy
+3,577
New +$317K 0.03% 258
2022
Q2
Sell
-2,692
Closed -$311K 346
2022
Q1
$311K Buy
2,692
+1,632
+154% +$217K 0.02% 284
2021
Q4
$200K Buy
1,060
+190
+22% +$41.1K 0.02% 333
2021
Q3
$226K Buy
870
+88
+11% +$25K 0.02% 291
2021
Q2
$228K Buy
+782
New +$207K 0.02% 285
2019
Q3
Sell
-2,043
Closed -$234K 244
2019
Q2
$234K Buy
+2,043
New +$226K 0.03% 231

Other funds holding PYPL

Venturi Wealth Management's PYPL Position: Q2 2026 in Review

Venturi Wealth Management reduced its PayPal (PYPL) stake by 26% in Q2 2026, selling an estimated $85.6K and leaving 5,478 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #564.

Venturi Wealth Management first reported a position in PYPL in Q2 2019 and has held it in 21 quarters since. The position peaked at $577K in Q4 2024. 1,380 funds tracked by Wall St. Rank hold PYPL as of Q2 2026.

  • Venturi Wealth Management held 5,478 shares of PayPal worth $237K as of Q2 2026.
  • Venturi Wealth Management sold 1,882 PayPal shares in Q2 2026, an estimated $85.6K.
  • PayPal made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #564 holding.
  • Venturi Wealth Management first reported a position in PayPal in Q2 2019 and has held it in 21 quarters since.
  • Venturi Wealth Management's PayPal position peaked at $577K in Q4 2024.
  • 1,380 funds tracked by Wall St. Rank held PayPal as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.